When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

Most people spend decades preparing for retirement, squirreling away dollars into 401(k)s and IRAs, calculating how much they ...

Retirement planning in 2025 has to look ahead to how today's decisions will affect your wealth in 2026 and beyond, especially ...

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn’t always obvious. Some coverage becomes less necessary ...

Having a comprehensive healthcare plan well in advance can help to prevent unexpected healthcare expenses from eroding a client's nest egg.

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Those out-of-pocket expenses can be manageable for some retirees. But ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments or withholdings are in line with your actual tax liability. Especially in ...

Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. Mira Norian / ...

City retirees shuttled into a new health insurance plan when the city consolidated all of its workers under one policy in 2006 have won the right to enter a new health plan that mirrors coverage they ...