The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

There is a wide range of tax-advantaged retirement accounts to help you save for the golden years, including employer-sponsored plans and accounts you can open independently. But which is right for ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement isn’t merely about leaving the workforce; it’s about moving toward ...

Whether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve likely thought about the cost of retirement.

While you might equate open enrollment with health insurance, it’s also a good time to tinker with other employee benefits such as those affecting your retirement. Every year, typically in the fall, ...

Approaching retirement is a significant milestone that requires careful and holistic planning. One of the best ways to ensure nothing is overlooked is to create a retirement checklist. Below are some ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

If you are in your 50s, retirement may seem a long way off. You’re secure in your career, you may be in or approaching the empty-nest phase, and you’ve probably made significant progress toward paying ...