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, 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 ...

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, ...

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 ...

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 ...

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 ...

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 ...

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

Not even half of workers are on track to maintain their current lifestyle in retirement. Retirement preparedness differs by ...

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