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.

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

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

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 ...

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 ...

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

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

As life expectancy rises across Asia, more people are placing a premium on living meaningfully and independently in ...

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

There are a number of strategic tax opportunities individuals and families must take advantage of before Dec. 31 to maximize contributions to charity and minimize tax liabilities. Here's four of them.