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 ...

Financial planning for widows addresses the shift from managing money as a couple to making all financial decisions independently after the loss of a spouse. This transition involves understanding how ...

Your 50s are a critical decade for retirement planning. Here are 10 common mistakes that could quietly cost you thousands before you stop working.

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

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 ...

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 ...

Money doesn’t change people. It reveals more of who they are. After decades in the financial advisory world, that observation continues to prove itself true. Retirement, perhaps more than any other ...

An opt-out plan automatically enrolls employees in a retirement savings program, allowing them to choose to stay in or change contribution rates.

BlackRock retirement solutions chief’s report outlines five forces reshaping DC plans as savers take on more risk.

Whether you're planning to retire early or late, you might run into unexpected trouble. So plan carefully.

From left to right, Morningstar CEO Kunal Kapoor; Christine Benz, Morningstar's director of personal finance; and Brock Johnson, president of Morningstar Retirement, during a webinar about the "new ...