Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it often involves more than saving, since you may need to think about how your ...
Are you wondering how your retirement plan stacks up? Here are nine signs your plan is actually better than most Americans' ...
Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...
A mini retirement is a planned, extended break from full-time work that's taken before traditional retirement age. Unlike a vacation or employer-sponsored sabbatical, a mini retirement is self-funded ...
Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...
This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Matt Watson of Strategic Retirement Partners, ...
Realizing that you won't be able to retire when you'd originally planned can be a tough pill to swallow. You're trying to ...
Much ink gets spilled every year on the state of Americans' retirement security. Recent headlines have touted the record-high savings rates in 401(k) plans. Reading these, it's easy to assume that all ...
As I’ve been working in earnest on retirement planning over the past several decades, I’ve realized that retirement planning isn’t a math problem to solve. Nearly all of the major decisions we make ...
How should a retirement portfolio be designed for a retiree? It’s a fairly common question, but it rests on a shaky assumption. The biggest of them all is that there is such a thing as an average ...