If you’ve ever tried to plan for retirement and ended up buried beneath numbers, tax rules, and endless “what-if” scenarios, ...

Setting yourself up for a financially secure retirement is a complex process that benefits immensely from early planning and ongoing management. As an independent financial advisor, I’ve had the ...

Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

PHOENIX — As factors like inflation and taxes continue on, snowbirds seem to be ahead of the curve when it comes to retirement planning. Snowbirds who travel in and out of Arizona for six months at a ...

If you like to oversee your own retirement planning, you have to do some homework. Most of you have gotten used to that and spend time on researching, sorting opinions and putting together the best ...

How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that might cause it to fail. A retirement plan is only as good as its ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Thomas J Catalano is a CFP and Registered Investment Adviser with the ...

Having a Roth IRA can provide a tax-free income stream in retirement. Using a dividend reinvestment plan can accelerate stock portfolio growth. Delaying Social Security past full retirement age will ...

Income investing with dividends can reduce retirement risks vs. fixed withdrawals. Learn more about how to make your ...

Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals. This means looking for advisors who specialize in retirement planning, ...