Retirement planning is often a primary concern when clients meet with financial advisors — and that goes for clients of all ages. Brad Sherman, president of Sherman Wealth Management, primarily works ...

PHOENIX — As you plan out your retirement, asking the right questions with your retirement planner will give you a better understanding on how to map out your plan. An important question to ask your ...

Retirement is one of the stages in life that draws anticipation and antipathy from different people. There are many who view it as a well earned respite from a lifetime of sticking to the grind of ...

Smart retirement planning isn’t just about money — it’s about timing, health, and lifestyle preparation.

It’s important to have a plan going into retirement. Think about when to claim Social Security and other benefits you’re eligible for. Figure out what your income and expenses will look like. Are you ...

Most hard-working Americans dream about retirement, but the path to get there can be less than clear. For those relatively new to the workforce, the idea of retiring may feel distant and abstract. And ...

People approaching retirement ponder numerous questions, but I’ve found that many of the most important questions revolve around the word “when.” When do you plan to retire? When will you take Social ...

There are three questions a pre-retiree needs to ask and have answered. The hope is these questions get you to a good place financially to enjoy your golden years. Follow 24/7 Wall St. on Google By ...

In this last installment, I answer your questions from my inbox about insurance. Q. If I want my spouse to be covered by FEHB while I am receiving my annuity, do I need to choose the spousal annuity ...

In this article, we discuss the questions to ask before early retirement. For more on this, go to 5 Questions to Ask Before Early Retirement. Early retirement is a big decision to make. When done ...

As people prepare for retirement, much of their focus is on making sure they save as much as possible, or at least as much as they think they’ll need. Too often, though, we forget that people don’t ...

Since I will be traveling over the next few weeks, I thought it might be a good idea to reach into my mailbag (email “bag” that is) and share some questions that have come from other federal employees ...