If you’re looking for ways to track your savings and financially map out your retirement years, there are many digital options available. Some are free, while others come at a cost or charge ongoing ...

Forbes contributors publish independent expert analyses and insights. I discuss surviving retirement—and making it the best stage of life. Apr 16, 2024, 02:59pm EDT Once you arrive at the peaceful, ...

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement. In a bid to reframe how Americans ...

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.” — […] ...

Planning for retirement requires understanding shifting trends and taking advantage of the tools available. Many worry about having enough money to retire and enjoy their golden years. Some tech tools ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

DPL Financial Partners, the Louisville, Ky.-based firm that links fee-only advisors and RIAs with resources related to low-cost, no-load annuities, is now offering all its members full access to an ...

To make retirement income planning and execution more accessible, retirement industry veterans Tamiko Toland and Michael Finke are partnering on a new venture called IncomePath. The tool will create a ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. If ever you want to clear out a room, start a conversation about reverse mortgages.

PHOENIX — When it comes to retirement planning, individual retirement accounts (IRAs) can be a great tool for income growth. IRAs are tax-deductible and understanding how to utilize them in retirement ...

Manulife John Hancock's new index measures retirement readiness across eight domains, moving beyond traditional ...

Home equity levels among homeowners aged 62 and older are at record levels following the end of the pandemic. As a result, reverse mortgages may no longer be considered a “loan of last resort” as ...