It’s an exercise that should not have the weight of New Year’s resolutions. Rather, think of it as a reflection on the year ...

Keep adjusting your portfolio based on your income needs and spending goals. If there's a year when you want to take a big trip and do some home renovations, see if it's possible to work with your ...

The challenge is to develop new models for how workers can take time off from work to explore future lifestyle options.

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you don’t want to outlive your money in retirement, then ...

If you're enrolled in a high-deductible health insurance plan, you may be eligible to make contributions to a health savings ...

The House just passed the Claiming Age Clarity Act to change Social Security terms. Learn how this could help you maximize ...

As a New York Times best-selling author and former Emmy-winning television personality, Suze Orman is a financial advice ...

Retirement savings are no joke. According to a recent study by Allianz Life Insurance, 63% of Americans worry more about running out of retirement money than dying. Unfortunately, running out of funds ...

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The result of high prices when living on a fixed income is an increased need to turn to credit cards to cover expenses. And if you're unable to repay the credit card in full each month, you're left ...

The oldest members of Generation X, defined as those born between 1965 and 1980, will turn 60 in 2025. Gen X workers can take penalty-free withdrawals from tax-advantaged retirement accounts at age 59 ...

The kids really are all right, at least when it comes to saving for retirement. New research finds that younger American workers are actually positioned to have greater financial security in their ...