David C. Treece shares strategies for personalized retirement planning, helping retirees navigate unique challenges to achieve a stable & fulfilling retirement. Over the years I’ve been in the ...

Digital-first investment platforms are no longer just places to trade stocks; they are fast becoming central hubs for saving, ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Should you use AI to plan your retirement? A year ago, if you had asked me whether you should use artificial intelligence to help with your retirement planning, I would have said, absolutely not.

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 ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

If you’re looking for ways to track your retirement savings and financially map out your golden years, there are many digital tools available to help you. Some are free, while others require a ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...

Retirement planning and tax ideas for the year ahead? Laws are set to change in 2026. Here's how to lower your income tax and grow your portfolio with these smart savings and investment strategies.

Until the 1980s, employers mostly provided defined benefit pensions as retirement plans. As of March 2023, based on the National Compensation Survey by the Bureau of Labor Statistics, only 63% of ...