Retirement marks the point when a person stops working full-time. It can be due to age, a health condition, or reaching financial independence. Planning well in advance can mean the difference between ...

Running a retirement plan advisory business is more complicated than it’s ever been. Costs continue to rise, fees remain under pressure and client expectations keep climbing. Yet despite these ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Many articles describe the wealthy as having “secrets” to retirement ...

Cash balance plans combine features of defined benefit and 401k plans for retirement savings. They suit professional firms, offer high contributions, but have higher setup and administrative costs.

Most people heading into retirement feel pretty good about where they stand, right up until they run the actual numbers. The median retirement savings for Americans aged 65 to 74 sits at around ...

Working longer is a surefire way to boost one's financial prospects in retirement, but it's not always possible. Factors beyond an individual's control were responsible for 76% of early retirements in ...