Too much company stock in your retirement plan can be risky. Learn how to reduce concentration risk, use tax-efficient ...

In his Harvard Business Review article, “The Crisis in Retirement Planning,” Merton offers a three-part model for thinking ...

A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

Rising living costs and life events are forcing more to pause retirement savings, but new research highlights how early ...

A detailed financial plan can provide clarity about your situation, help you adapt to changes and serve as a road map toward ...

Christine Benz, Morningstar’s director of personal finance and retirement planning, recommends the hybrid approach. “The idea here is that you’re kind of splitting the difference between the two ...

Retirement planning has to change. We're living longer. Social Security is under pressure. Long-term care is costly and getting even more expensive. Think of your retirement savings as not only your ...

Many Americans are eager to put money away for retirement, but that goal is increasingly out of reach because more workers ...

Experts explain why Social Security shouldn’t be your main income in retirement — and how to build a diversified plan with ...

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While an annuity provides a steady income stream, you may get a lower return than you would with other investments. Also, it ...