Retirement can be a mixed bag of emotions. While some might be feeling excitement and relief at being done with their career, others might find themselves worried about the financial limitations of ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

Discover some top 2026 tax strategies. These income timing, retirement planning and smart investing moves could help cut ...

Retirement taxes often come from Social Security, withdrawals, and property costs. Learn practical ways retirees may lower ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. For many people, retirement is viewed as a time when taxes ...

SEATTLE — When most people think about retirement planning, they picture saving diligently, investing wisely, and dreaming of the day they can finally clock out for good. But a crucial piece of the ...

From tax-law shifts to Social Security and ERISA changes, many retirement variables lie out of advisors' hands. But that doesn't deter financial advisors from working year after year to fine-tune the ...

As 2025 comes to an end, advisors have a chance to help clients take proactive steps that can improve their tax situation and reinforce their long-term financial plans. Year-end is an ideal time to ...

Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, broad diversification, and decades of data showing they outperform most ...

The greatest financial danger in retirement isn’t always the stock market. It’s the constant, nagging fear of running out of money. This anxiety causes many people to underspend and worry, even when ...