For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources. Younger 401(k) participants are not counting on Social Security or other guaranteed income ...

Tips on How to Balance Family Time and Personal Freedom in Retirement Retirement is often depicted as a time of endless leisure and freedom. However, transitioning from a structured work life to ...

Many people are too optimistic when it comes to retirement planning. It’s also important to be realistic about your withdrawal rate and about how old you will likely be when you retire. Are you ahead, ...

“I do know that when I am 60, I should be attempting to achieve different personal goals than those which had priority at age 20.” (Warren Buffett) Retirement planning is a process that evolves with ...

Everyone hopes that retirement will be full of activity and a constant schedule. Anyone asking if retirement is boring is someone who doesn’t know how to fill up their day. Are you ahead, or behind on ...

The first couple of years in retirement are often the most difficult. But they also can set the stage for how you’ll fill the years ahead—both financially and psychologically. Stephen Kreider Yoder, ...

What do I want (or need) from my retirement? Maybe you want to buy a vacation house on the beach, or travel the world, or just spend time with friends and family. No matter your goals or the path you ...

Most of us will spend at least 40 years in the workforce, and while that sounds like a lot of time, if you ask any retiree, they'll probably tell you otherwise. The days and weeks might pass slowly, ...

It’s always a good idea for married couples to be financially aligned when it comes to saving for retirement — even if there’s an age gap in the relationship and one spouse has a higher income or more ...