Many advisors’ clients are trading in the gold watch for the freedom to do things in their senior years, including keeping working if they want to, according to the Transamerica Center for Retirement ...

A budget by definition includes both income and expenses. The two halves of a budget are interdependent, so that if expenses go up, income must also rise. Otherwise, the budget won't balance. Someone ...

A 58-year-old client came to financial planner Michael Kitces’ office seeking a plan that would allow him to retire at age 65 with $1 million. The client headed home “retired” that very day. “He had ...

TAMPA, FL (WFLA) — Forget spending all day playing golf or babysitting the grand kids, retirement isn’t what it used to be. The workforce is aging, and there isn’t enough money to go around. Still, ...

Individual retirement accounts are special financial accounts designed to help people save for retirement. Between their tax-advantaged characteristics and their access to a wide range of investments, ...

Learn about work-life balance in retirement. Learn how to overcome challenges and achieve balance through financial planning ...

These advisors understand how to manage retirement cash flow. They help people transition from an annual salary to living off their assets. Retirement advisors examine appropriate investments, Social ...

Keeping people in the labour force longer may mean rethinking what retirement means. Rather than a discrete and sudden exit retirement may become more gradual. Phasing people outperhaps by offering ...