The financial picture improves at age 67, when Social Security often acts like a raise and reduces pressure on savings. The ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

You've spent decades climbing the corporate ladder, leading teams, solving problems, making decisions. Your calendar was ...

The couple has $3M in savings plus $85K in annual teacher pensions that together exceed their projected spending needs. Upcoming major expenses include a $300K home upgrade and two weddings but their ...

What happens when you reach 55? For many, this watershed year marks their buyout or downsizing of a company — meaning retirement. But, Postpandemically, could you survive? If you are... What happens ...

Early retirement is a goal for many people, but is it worth leaving your child to pay their own way through college just to retire early? That’s the situation Derek is facing. He has been saving with ...

Retirement planning in your mid-50s puts you in an interesting position. You're likely earning well and your career is established, but you're also starting to see the finish line on the horizon. It's ...

Not everyone wants to retire early. After all, a 9-5 day job brings steady income, a sense of purpose, and keeps one engaged in physical and mental activity. In fact, so many folks find it difficult ...

A 3% withdrawal rate on $3.6M generates $108K annually with a 95% success rate over 30 years. The retiree left a $145K salary but faces significant college costs ahead. Their working spouse maintains ...

For many, retiring at 62 feels like winning the game early. No more alarm clocks, no more meetings, no more pretending you enjoy performance reviews. But before popping the champagne, there are some ...