Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the ...

Plans drawn up when clients are about to retire are just a starting point that can be tweaked as the years go by ...

Planning for your happiness and fulfillment in retirement is just as important as planning for your health and financial security. And if you don’t make plans, you’ll just get the life that shows up ...

You save every month, increase your SIPs when your salary rises and stay invested for years — yet many people lose confidence ...

Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it often involves more than saving, since you may need to think about how your ...

Choosing how to ensure financial stability and security in your later years is one of the most important decisions you can make when planning for retirement. An annuity, however, can be essential in ...

A mini retirement is a planned, extended break from full-time work that's taken before traditional retirement age. Unlike a vacation or employer-sponsored sabbatical, a mini retirement is self-funded ...

Hashing out a family retirement plan can be overwhelming. That's why it's important to revisit things like timing, saving for kids’ college, and caregiving for elderly parents each year.

In the first year of the Labor Department's Retirement Savings Lost and Found database, 29.5% of users found an old workplace plan that might owe them money.

Learn the early retirement withdrawal rules that allow you to access retirement funds before age 59½ without penalties, including the Rule of 72(t) and the Rule of 55, and how to use them wisely.