Getting (and remaining on) the path to achieving financial wellness and your dream retirement relies much on knowing which questions to ask yourself. When planning for retirement, of course, you ...

Retirement is a goal that is shared by virtually everyone who has ever had a job, but many don’t think about what retirement will mean for them until they are in their last few months of work.

Get clear, expert-confirmed answers to the most common Social Security questions. Learn about benefits and more with this ...

Before you decide how much money you're going to withdraw from your retirement savings, map out a budget for how much you ...

At some point, RMDs become a way of life. Your best bet is to understand what they mean to you and your finances.

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 ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. As you approach your retirement years and also soon after you ...

Retirement planning with a spouse is a shared venture that inevitably involves differing visions. Maybe your spouse intends to work longer-even much longer-than you do. You may want to maximize family ...

The true philosophy of retirement planning can be boiled down to seven key questions advisers should ask their clients. That was the thrust of the keynote speech Moshe Milevsky, associate professor of ...