The 240-paycheck rule offers a straightforward approach to retirement planning by breaking down the daunting task of saving ...

Most people obsess over hitting a "magic number" for retirement, then discover that the real challenge is turning that pile ...

The fear of outliving your money is one of the biggest concerns for retirees. You’ve worked for decades, and the last thing you want is to wake up at 82—healthy, but broke. The markets, inflation, and ...

This rule, which limits any new purchases until similar items are offloaded from your inventory, is a simple and effective ...

Six months of emergency savings: Before investing, we need to make sure your current emergencies are planned. Maintain your 6 ...

Age 55 is highlighted as a pivotal point for considering early retirement and associated financial strategies. Roth conversion strategies can enhance tax efficiency when retiring early, especially ...

Home Retirement Retirement Planning The Big Red Bucket Theory: A Financial Adviser's Simple Way to Visualize Your Retirement Plan When you think about retirement, picture a big red bucket brimming ...

When it comes to building a successful retirement plan, most people focus on savings, investments, or income strategies. But there’s one often-overlooked factor that may have the biggest impact of all ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Robert Massa of Prime Capital Retirement in ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from David Hanson of IIS Financial Services in ...

The IRS extended the deadline for SECURE 2.0 related amendments to IRAs, SEPs, and SIMPLE IRAs to Dec. 31, 2027, saying that additional time is needed to complete model language.