Many people are intimidated by retirement planning. Like all major life transitions, there is always an element of uncertainty, even when you make plans. You can, however, gain valuable insight from ...

Every year a new book comes along that is truly worth taking the time to read — and more than once. This year’s outstanding book is the just-published “How to Retire: 20 Lessons for A Happy, ...

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 ...

Christine Benz, the director of personal finance and retirement planning for Morningstar has written an excellent book, which I recommend highly. The book, “How to Retire: 20 Lessons for a Happy, ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When planning for retirement without children, one of the first steps is to ...