Clients who thrive in retirement aren't necessarily the wealthiest, but have designed their next chapter before leaving the ...

While the stock market has been near all-time highs, there has been volatility. For investors near or in retirement, it may be time to move to safer assets.

Not even half of workers are on track to maintain their current lifestyle in retirement. Retirement preparedness differs by ...

Having multiple sources of retirement income can increase your odds of retiring comfortably. Retirement income sources can include Social Security and retirement accounts. You may also receive income ...

For generations, retirement was presented as the ultimate American finish line.

You don’t need to slow down entirely once you retire. As you ease into this new phase of life, take an individual approach ...

While I appreciate the intent behind it, it has some serious flaws.

Americans have several retirement fears. The big ones are mostly about money.

Retirement planning is often reduced to a single number. A savings target. A portfolio value. A finish line. In my experience, that mindset is one of the biggest reasons plans fail in real life.

Today marks my 46th anniversary in the investment business. I read the letter from the 71-year-old who earns $300,000 working for a Fortune 200 company and wonders whether he should keep working until ...

Relocating can also bring new costs that could upend your retirement budget if you're not careful. Here are five expenses ...