Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy ...

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 ...

Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.

Planning for retirement can be intimidating, but it doesn't have to be. It all starts with a series of questions only you can answer. A post-retirement budget is meant to provide you with direction. A ...

If you’ve ever tried to plan for retirement and ended up buried beneath numbers, tax rules, and endless “what-if” scenarios, you’re far from alone. Almost 39% of Americans report feeling overwhelmed, ...