Retirement planning for couples can be a complex process that requires careful consideration and attention to details. Both individuals need to understand their personal and joint needs, goals, and ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...

Throughout this year of VERA, VSIP, RIF, DSR, and the new one, DRP 1.0 and DRP 2.0, many employees are trying to hurry up and learn what it takes to retire. This is an update to an article I wrote ...

Key Takeaways Financial planners say retirees are more likely to outlive their savings due to poor planning and spending habits.Experts recommend keeping five years of income needs in safer assets and ...

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week on The Alpha Wealth Hour, Tom helps us simplify the ...

Most people plan for how much to save in retirement, not how they’ll spend it. Without a clear spending plan, even a well-funded nest egg can run dry faster than expected. Creating a retirement ...

Advisors should lean into conversations with clients and prospects about a range of retirement planning scenarios. With looming Social Security solvency deadlines, rising health care cost inflation, ...

After doing some retirement planning, a 40-year-old is nervous about what life will look like at 60. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...

Revolutions aren’t just a thing of history—they’re happening right now. From the industrial era to the digital boom, each transformation has redefined the way people live and work. Today, a new shift ...

In the fall of 2019, I toured the Office of Personnel Management’s (OPM) Retirement Operations Center—known as the “ROC”—located 220 feet underground in a former limestone mine north of Pittsburgh, ...

Planning for retirement is a long-term process. You establish a plan, start working toward it, and make adjustments as needed. A Redditor recently posted about their experience with retirement ...