Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

Market swings have added pressure with about half of recent retirees noting that volatility has prompted them to make changes ...

In the first year of the Labor Department's Retirement Savings Lost and Found database, 29.5% of users found an old workplace ...

Planning for your happiness and fulfillment in retirement is just as important as planning for your health and financial security. And if you don’t make plans, you’ll just get the life that shows up ...

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy ...

It's a crucial move to make.

Social Security plays a different role for each generation — here’s how people can factor benefits and future changes into ...

The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

Today’s clients are demanding something different. They want a retirement plan that feels integrated, intentional and resilient — one that addresses longevity risk, health care risk, income risk, tax ...

A new government program called 'Trump Accounts' provides a $1,000 deposit for children born after Jan 1, 2025. Learn the ...

Key Takeaways A spouse’s death often brings a lasting decline in income, research shows.Major financial decisions after a ...