For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace ...

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

Discover the essential financial planning considerations for couples seeking an adventurous retirement abroad. From ...

Portfolios have building blocks that determine whether family capital survives market shocks, tax‑code changes and ...

Set it and forget it” is working for young retirement savers for now — but it might not be good enough in the end.

Later-in-life marriages can invite financial complications. Here's what couples should talk about when it comes to money, assets, benefits, insurance and more before tying the knot (again).

Retirement disparities between Black and non-Black Americans reveal systemic inequalities in health, wealth, and financial security throughout working years.

It's important to do plenty of advanced planning for retirement, whether you're married or solo. But if you're married, you ...

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income ...

Making the Dream a Reality Early retirement is a dream for many, requiring disciplined saving, living below one’s means, and ...

Ready to retire? Learn the personal, financial, tax, and healthcare steps to take at least 5–10 years before your retirement ...

Your 50s are a critical time for retirement planning. Here are five expert-backed financial moves that can make or break your long-term retirement success.