When it comes to retirement planning, you do everything right: You live within your means, minimize debt and stash a chunk of ...

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

Longevity calculators can give more-personalized estimates on how many years your savings may need to last.

For the right client, these plans can build substantial retirement wealth quickly while offering tax advantages.

Before you decide how much money you're going to withdraw from your retirement savings, map out a budget for how much you ...

It's common for people to see their paychecks go up when a new year arrives. If you're getting a raise in 2026, one of the ...

Take steps now to set yourself up for a financially secure and healthy retirement. Given recent trends in longevity, there’s a good chance you could be retired for 20 to 30 years, which might mean you ...

The challenge is to develop new models for how workers can take time off from work to explore future lifestyle options.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Investing strategically lets your portfolio do more of the hard work. The start of a new year is a good time to take stock of ...

Retirees often realize that once the novelty of free time fades, they need a structure that supports well-being and a sense of identity. This is where many feel least prepared.” — […] ...

The three-bucket idea sounds neat in theory. The real challenge is translating it into Indian accounts, funds and tax rules ...