Retirement planning is often a primary concern when clients meet with financial advisors — and that goes for clients of all ages. Brad Sherman, president of Sherman Wealth Management, primarily works ...

Retirement planning is an intimidating activity. It doesn’t matter if you’re setting up your first 401(k) in your twenties or wrapping up a career in your sixties. Projecting decades into the future ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. The approaching holidays present a golden opportunity to help ...

Retirement is one of the stages in life that draws anticipation and antipathy from different people. There are many who view it as a well earned respite from a lifetime of sticking to the grind of ...

PHOENIX — As you plan out your retirement, asking the right questions with your retirement planner will give you a better understanding on how to map out your plan. An important question to ask your ...

Most hard-working Americans dream about retirement, but the path to get there can be less than clear. For those relatively new to the workforce, the idea of retiring may feel distant and abstract. And ...

There are three questions a pre-retiree needs to ask and have answered. The hope is these questions get you to a good place financially to enjoy your golden years. Are you ahead, or behind on ...

It’s important to have a plan going into retirement. Think about when to claim Social Security and other benefits you’re eligible for. Figure out what your income and expenses will look like. Are you ...

In this last installment, I answer your questions from my inbox about insurance. Q. If I want my spouse to be covered by FEHB while I am receiving my annuity, do I need to choose the spousal annuity ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. As you approach your retirement years and also soon after you ...