Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement isn’t merely about leaving the workforce; it’s about moving toward ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If retirement is on your horizon for 2025, now is the time to prepare. A ...

Whether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve likely thought about the cost of retirement.

The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

If you want your retirement years to be peaceful and easy, without constantly worrying about finances, you should not wait until the last minute or jump in without planning. Find Out: This Is the ...

As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule to accommodate her many responsibilities, and she relied on ...

Are you ready to retire? Have you even started a retirement planning checklist? By 2030, one out of five Americans will be retirement age. Every baby boomer will be over 65, and the vanguard of ...