Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...

Want to have a healthy and happy retirement? Financial Planner share the 3 key pillars of a healthy retirement.

Jordyn joined Investopedia in February 2025. She was previously a freelance writer covering lifestyle, entertainment, politics in the Midwest, and more. Graeme Sloan / Bloomberg via Getty Images One ...

Doing Roth conversions. If you earn too much money to contribute to a Roth IRA directly, you can do a conversion ahead of ...

Retirement math has a way of getting complicated fast. One year you feel comfortably on track; the next, a market drawdown or a new tuition bill leaves you staring at a spreadsheet wondering whether ...

How much will you need to retire? It’s one of the most common questions people ask as they start thinking about life after work. Most of us are taught to chase a “magic number.” Maybe it’s $1 million.

Bengen published a new book, A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More, in August, which ...

Retiring comfortably often means getting creative with your income sources. If you’re counting on Social Security, for many retirees that alone is not enough income to live on. But how does one go ...

Eric Roberge and his wife, both financial planners, reversed their decision to be child-free. Before doing so, they adapted their financial plan to emphasize flexibility and savings. The couple also ...

OAS is meant to protect seniors from hardship. So why does a financially strained government give it to those who don’t need ...