Planning to retire in 2027? Learn about the 40% income replacement rule, filing strategies, and how to protect your savings ...

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.

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 ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Retirement isn’t merely about leaving the workforce; it’s about ...

Planning for retirement can feel a bit like carefully threading a needle. You want to stop working young enough to enjoy your retirement while also stopping late enough that you don’t end up in a ...

So you're about five years away from retiring. It makes a lot of sense to start assembling a list of things to do before your last day at your job. Doing so might make the difference between having a ...

The final six months before retirement are some of the most important. During this window, you’ll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the ...

Follow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).

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, ...

In 2015 we have been looking at retirement plan issues for various life stages. In this article: a checklist for those who have decided to do a rollover from a company plan to an IRA. Caution: If your ...