The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review ...

Calculating your expenses in retirement is key to ensuring you’ll be able to afford to retire once that time finally comes. Retirement is likely the first time in your life that you’ll be ...

Warren Buffett has repeatedly argued that a comfortable retirement is not a matter of luck but of disciplined preparation, ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

Many Americans dream of retiring early — and with the right planning, they can make it a reality. While retiring before the traditional age of 65 isn’t easy, it’s certainly possible with a disciplined ...

After several decades of working and saving, the transition into retirement can be tricky. Not only can retirement involve a major lifestyle shift (i.e., how to fill all of those hours that were ...

Consolidating millions of data points from thousands of world-class personal finance experts on what Baby Boomers (and all of us really) should be thinking about when it comes to retirement planning ...

Whether retirement is just around the corner or a distant milestone, a solid income plan can help you maintain independence, security, and the all-important peace of mind. Planning for retirement is ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...