How does this change his financial plans? David’s financial situation is solid on paper: $1.5 million in investments, no debt ...

Life expectancy is increasing. If you're close to retirement age, here's what you might want to spend your time doing, and ...

Are you wondering how your retirement plan stacks up? Here are nine signs your plan is actually better than most Americans' ...

Retirement is often seen as the long-awaited reward for decades of hard work — a time to relax, travel and enjoy life on your own terms. Yet for many, the transition into retirement brings unexpected ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

Kevin Jestice, in his new role of president of Nationwide Retirement Solutions, says his strategic vision for the group ‘is ...

The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...