According to a 2021 survey conducted by the Federal Reserve, approximately 36% of non-retired adults in the United States felt that their retirement savings were on track, while 45% felt they were ...

A traditional plan is a start for most retirees Here’s an example for Sally, the sample investor we often refer to, who at 70 years old looks at her financial situation in two distinct buckets: ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

A wealth plan ensures you won’t run out of money in retirement by preparing for your cash-flow needs, increased inflation, taxes and expenses such as health care costs, which greatly increases your ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...