There's little doubt in the minds of millions of Americans that the 401(k) plan stands out as a widely embraced retirement ...

For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...

Gen X-ers are lagging behind in retirement saving and planning. Here’s how to catch up. Generation X, as the first do-it-yourself retirement generation, is falling behind.

Postponing your retirement by a few years can be a surprisingly effective strategy. If you're, say, seven years from retiring ...

Nearly half of Americans risk not having enough savings to maintain their lifestyle in retirement. According to the Employee Benefit Research Institute, 40% of U.S. households may run short on ...

Learn how to protect and rebuild retirement savings during a job transition, how to stabilize income and how to stay on track for long-term financial goals.

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 ...

I discuss my use of the Schwab U.S. Dividend Equity ETF™ for planning early retirement, weighing the merits of total returns versus dividend yields. Historical data shows dividend stocks like those in ...

If you’re a parent or guardian of a child with special needs, you’ll know that caretaking can be all-consuming. But when your child turns 17, your attention needs to turn to the future and what that ...

President Trump promised that he would eliminate taxes on Social Security benefits. While the President was not quite able to ...