Retirement planner Dana Anspach explains why timing Social Security benefits requires more than rules of thumb or recent ...

How much you need for retirement depends on many individual factors, but average spending trends can give you an estimate for ...

Retirees often realize that once the novelty of free time fades, they need a structure that supports well-being and a sense of identity. This is where many feel least prepared.” — […] ...

Discover 4 essential financial changes boomers need before retiring in 2026 to protect their retirement and financial future.

According to the Center for Retirement Research, the average retirement age is now three years later than it was in the 1990s ...

A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Here's what 18 financial advisers said in response to a question about how to proceed when one has a large amount of cash and ...

The Plan: Convert the LIRA to a LIF and unlock half the value, then convert his RRSP to a RRIF and begin withdrawing. Defer ...

Former educator turned financial planner Daniel J. Galli has taken the reins of the Financial Planning Association as he begins a one-year term as FPA president at what he says is a pivotal time for ...

Soft saving is about choosing to spend money on things you enjoy today and stashing money away less aggressively for your ...

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...