Retirement forces every financial decision into sharper focus, from how much risk to take in the markets to how quickly to ...

Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one ...

CHRISTINE BENZ of Morningstar It might surprise people that my husband and I pay a financial planner, given that I spend a ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

Curious how your retirement savings compare to other 58-year-olds? Here's how much the average American has saved in a 401(k) by age 58 and what to do if you're behind.

Discover how the RICP certification equips financial professionals to expertly manage retirement income planning. Learn requirements, course structure, and career benefits.

Scottish Widows 2025 Women and Retirement Report found that the gender pension gap is actually growing – and is now at 32%. Women are on track to finish work with an average annual retirement income ...

To get a sense of the common regrets retirees have, I enlisted ChatGPT's help. It found these eight regrets and offered ...

Annuity gives investors peace of mind through stability. However, they must assess all aspects before making a decision.

Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may actually make sense.

The problem: How best to free up enough cash to give their daughter money to help buy a first home. The plan: Weigh the ...