For the past 15 years, investors have been rewarded for doing one thing well: owning the S&P 500. Read more here.

Without a plan for how you’ll spend your time, where you’ll live, and how it will impact your family, picking a date feels ...

Social Security plays a different role for each generation — here’s how people can factor benefits and future changes into ...

As a retiree, you'll need to find balance between your money and your wealth (which encompasses so much more than your money) ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

The world’s richest man is betting on an AI-driven future of abundance, but top researchers warn his speculative futurism ...

Even a well-constructed portfolio earning 10-12% per annum can erode rapidly if the income drawdown is too high. The commonly cited 4-5% drawdown guideline is based on long-term return assumptions of ...

The average 401(k) balance between the ages of 45 and 54 is about $189,000, according to Vanguard. How do your savings ...

The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

Key Takeaways Child-free retirees often enjoy more flexibility but must proactively plan for long-term care and estate decisions.Without heirs, the focus shifts from legacy building to safe spending, ...

It's a crucial move to make.

Less than half of non-retired Canadians have a workplace pension, as more people rely on personal savings and tax-free ...