While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

If retirement has been on your mind lately, you’re not alone. A record number of Americans are hitting retirement age this year, and it’s clear that rising living expenses and health care costs are ...

Retirement planning can feel overwhelming, and when you’re doing it as a couple, it’s even more important to be on the same page. But retirement isn’t just about hitting a financial milestone — it’s ...

Retirement is a journey marked by important milestones—ages at which decisions can have lasting impacts on financial security, health coverage and overall well-being. Because many federal employees ...

Millennials and Gen Z adults continue to flock to the F.I.R.E. movement. By prioritizing frugality, high savings rates and ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial ...

It really pays to know all the ins and outs of maximizing your Social Security benefits. David Maynard, owner of Maynard & Associates Wealth Management, notes that one couple he knows lost tens of ...

The PLANADVISER Retirement Plan Adviser of the Year finalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to ...