Advisors are on the receiving end of lots of retirement stories based on research and survey results. Some are fun-to-read fluff, like the endless lists of the best and worst places to retire. Others ...

I don't know anyone, other than my tax accountant, who enjoys tax season. And even they are happy when it's finally over. Completing your taxes is a relief, but it can also be a major trigger event.

Retirement isn't as simple as no longer working a 9-to-5 job, so you need to think carefully about your personal life cycle.

From nothing saved to multiple millions, here are all the retirement wealth brackets you can use to measure your own progress.

15-minute consultation with a financial advisor. At Johnson Brunetti, the goal is to provide simple, actionable steps to help you feel confident about your retirement. For more information, visit ...

J.P. Morgan Asset Management has published a new edition of its “Retirement By the Numbers” research series, drawing on data from some 16,000 defined contribution plans and over 12 million individual ...

But the decision to retire is a big one, and it's important to end your career at the right time. Here are some signs that retiring in 2026 isn't the best idea for you -- and that you should work at ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Almost everyone is just two degrees removed from someone who “got ...

If you're nearing retirement and thinking about turning your savings into guaranteed monthly income, a $250,000 annuity might seem like a smart move. An annuity is a financial contract you buy from an ...

Taxes are a headache, and sometimes a bit of a heartache, but they are in the past. Now, it is time to look forward, with the work you just completed helping guide you. The $23,760 Social Security ...