Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...
Starting retirement planning in your 30s isn't just smart—it's transformative. With decades ahead for compounding to work its magic, this decade offers the ideal launchpad for financial freedom. Yet, ...
Planning for retirement used to mean meeting with a financial advisor, gathering paperwork and running numbers by hand or with basic software. Today, artificial intelligence is rapidly changing that ...
Alessandra Malito is a retirement reporter based in New York. She holds the Chartered Retirement Planning Counselor™ and Chartered Financial Consultant® designations. You can follow her on Twitter ...
UCLA's legendary basketball coach John Wooden never enrolled in the university's retirement plan during his coaching career. His resilience in bouncing back offers powerful lessons about adapting ...
Baby boomers, the generation born between 1946 and 1964, have already reached traditional retirement age. While the most common age to retire is 65, many are choosing to retire early while others are ...
Financial confidence among retirees and those nearing retirement is slipping, with growing concern about financial security and heightened need for personalized planning. Only six in ten respondents ...
Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted ...
When you pictured the ways artificial intelligence would change the future, you might have imagined AI powering flying cars. Though we’re not quite there yet, AI has already transformed many areas of ...
Alan Becker, president and CEO of RSG Investments, says the markets have entered a more volatile phase after months of brushing off big events. "To me, it's a double-edged sword, because for a while ...
Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...