If you’ve ever tried to plan for retirement and ended up buried beneath numbers, tax rules, and endless “what-if” scenarios, you’re far from alone. Almost 39% of Americans report feeling overwhelmed, ...

Many Americans retire earlier than planned, making it crucial to start saving and planning in midlife rather than banking on working longer.

Jerry Cahn, PhD., JD., CEO & CLO of AgeBrilliantly.org, enables businesses to empower workers to lead productive, fulfilling 100-year lives. When we start thinking about retirement planning, our minds ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

A 68-year-old Boomer noted younger F.I.R.E. followers fixate on tax strategies while overlooking health care proxies and long-term care planning. Most respondents ranked financial fears 4th or 5th on ...

The classic 4% rule for retirement withdrawals was built for a bygone era. Learn why it's less reliable today and how to build a flexible spending plan that fits your life.

It’s a good thing to plan for retirement, but you need to be realistic. Social Security may not provide as much income as you expect it to, and the same may be true for your portfolio. Make sure to ...

This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the Institutional Retirement Income Council. Next ...

Prudential's 2025 Global Retirement Pulse Survey highlights a gap between confidence and preparedness among affluent Americans. While many feel ready for retirement, fewer have taken concrete steps to ...

Rs 2 crore feels like a finish line most Indians dream of crossing. But very few ask one uncomfortable question: what will this number actually buy when you retire? Inflation quietly changes the ...