For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need to ...

A 401(k) is an employee-sponsored retirement plan offering tax advantages. You contribute a chosen percentage of your income, which is then automatically withheld from each paycheck by your employer ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to preparing for retirement, there’s no shortage of financial ...

Retirement planning isn’t just a matter of dollars and portfolios. It’s about how you want to live, contribute, and find ...

The problem with the “basic math” behind delaying Social Security is that it often overlooks longevity risk.

Planning for retirement beyond just basic food, clothing, and shelter needs is essential since your retirement lifestyle may ultimately determine your retirement success. Healthcare is often the ...

Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community. He has transformed this ...

ChatGPT is rapidly becoming a popular resource for retirement planning, and for good reason. The artificial intelligence (AI) bot is easy to use, free of charge, and great at gathering information and ...

Understand how retirement advisors help clients with retirement income planning, tax strategies and investment guidance Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff ...

Gen X, born between 1965-1980, is something of a forgotten generation, a bridge between the larger boomers and millennials. The oldest Gen Xers turn 60 this year and the youngest are around 45. Their ...