If retiring cold turkey isn’t for you, consider a phased retirement that lets you scale back at work and ease into retirement ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

A groundbreaking national retirement program could give every high school graduate $1,000 to start saving. The program aims to help Americans build retirement accounts worth up to $500,000.

If your client has a life income fund (LIF) that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province.

Retirees have the flexibility to select a payout option that best suits their financial requirements. Most MIPs provide the ...

I’m a huge fan of 529 college savings plans, but perhaps not for the reason you think. You see, I live in a state (Indiana), ...

Strange but true: seniors fear death less than running out of money in retirement. And unfortunately, even retirees who have built a nest egg have good reason to be concerned - with the traditional ...

Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by ...

Whether you plan for retirement through an advisor or go it alone, here are nine basic factors that need to be determined ...

The average retirement age in the U.S. was 62 in 2023, but that number's been slowly ticking up over time. Rising life ...

Since Social Security isn't likely to provide most or all of what we need -- the average monthly retiree benefit check was $1 ...

Unfortunately, retirees living in nine states could find out they don't get to keep all of their Social Security benefits.