Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Retirement planning is often framed as a matter of discipline, ...

But if you retire early, perhaps at age 45, and live to the age of 78, your retirement is 33 years. If you retire a few years earlier or live for a few years longer than that, you could be looking at ...

A holistic financial plan goes beyond—here’s how to approach it.

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Plan sponsors are increasingly turning to advisors to help them navigate a complex retirement landscape, according to Fidelity Investments’ latest Plan Sponsor Attitudes Study. The annual survey, now ...

A good 401(k) program helps employees save more, pay less in fees, and make smart investment choices. As trusted advisors, RIAs need to know which employers offer the strongest options for clients. In ...

A retirement advisor helps guide clients through retirement planning. It's vital to seek a retirement advisor who's a registered fiduciary. The right advisor's approach to planning should align with ...

Most people dream of spending their retirement savings on relaxing, enriching and gratifying activities. Few, if any, dream of using their retirement savings to pay unnecessary taxes. Yet those who ...

For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. “Very few people understand what they need to ...

For years, employee benefits have revolved around predictable staples- healthcare coverage, paid time off, and the occasional bonus. While these remain essential, the workforce’s expectations are ...

As AI stocks like Nvidia and Tesla rise, and amid several recent studies highlighting the growing gaps in retirement planning when it comes to confidence and preparation, TIAA CEO Thasunda Brown ...