The retirement age is between 65 to 67 years old, according to the Social Security Administration. Knowing when to retire, however, is not an overnight decision. Planning allows you to have a ...

While you might equate open enrollment with health insurance, it’s also a good time to tinker with other employee benefits such as those affecting your retirement. Every year, typically in the fall, ...

Whether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve likely thought about the cost of retirement.

After several decades of working and saving, the transition into retirement can be tricky. Not only can retirement involve a major lifestyle shift (i.e., how to fill all of those hours that were ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving ...

Three months seems like a long period of time, but it can speed past in the blink of an eye, especially if you’re talking about this action-packed fourth quarter. Between now and year-end, we’ll be ...

Many Americans dream of retiring early — and with the right planning, they can make it a reality. While retiring before the traditional age of 65 isn’t easy, it’s certainly possible with a disciplined ...

Many of the best investing moves are made on autopilot. Just look at the track record of automatic payroll deductions and savings increases. Other investing decisions, like a transition into ...

Small companies often have a family-like feel. Employers want to ensure their workers have a plan in place for retirement and long-term financial planning. Small businesses can offer a 401(k) plan or ...