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 ...

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, ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

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

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 ...

53% of retirees wish they had spent more time planning the non-financial side of retirement; new 2026 planner tool helps them do just that Retirees often realize that once the novelty of free time ...

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 ...

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 ...