It’s the reason that 76% of retirees have seen someone struggle with the transition to retirement and that nearly half say ...

Many Americans are heavily reliant — even solely reliant — on their Social Security benefit to get by in retirement. More ...

(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.

Millions of older Americans today get a benefit each month from Social Security. And a 2020 report by the National Institute ...

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

If your client has a life income fund (LIF) that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province.

Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by ...

Midwestern Millionaires might not actually live in the Midwest, but they share a saver's mindset. These retirement strategies ...

Once its trust funds are emptied, Social Security may have to cut benefits. The Social Security Trustees say it could happen ...

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An important part of financial planning for physicians with children can be 529 plans.

Investors across America remain concerned about their retirement due to a variety of headwinds impacting their financial confidence.