A definitive analysis of the 4% rule and safe withdrawal rates in retirement. Discover seldom revealed insights so you can manage your retirement savings...
How do you go from full-time employment to a phased retirement? See our nine tips to keep both you and your employer happy.
By Gregg Fisher, CFA If you’re contemplating retirement, chances are you’re trying to calculate how much money you can afford to pull out of your re
Misinformation on retirement benefits is common. We'll set the record straight.
Health care is the one spending category that consistently fails to decline in retirement.
Millions who hold triple-tax-free health savings accounts don't take advantage of their most valuable features
Out-of-pocket healthcare costs may total $318,000 in your retirement, new research shows. This expense is most peoples' biggest worry. But it needn't be.
Many businesses may be asking themselves this question. According to the Department of Labor (DOL) there are some general rules regarding the auditing of retirement/health plans. First, one has to…
Family financial stress is up, along with health care deductibles.
Pay is only one part of the package from a potential employer. Benefits like these can make a job worthwhile even when the pay isn’t stellar.
Q: I am a 52-year-old single mother. I have NO savings at all for any kind of retirement. What can I do? Where should I…
When you offer a retirement plan to your employees, you are taking on fiduciary responsibility. It is your responsibility to oversee and make decisions about your retirement plan for the benefit of the participants. This is also why it’s a good idea to frequently communicate with your retirement p
New research shows the pros and cons of waiting to take retirement benefits.
Three facts about Social Security, including the full retirement age, how the date you retire will affect your spouse, and what role your life expectancy plays in your benefits are very important to baby boomers.
Many federal employees can save money by switching to a high deductible health insurance plan with an HSA when they have the chance.
Some services—including doctor visits and prescription drugs—are more predictable and easier to forecast.
Few people account for health care costs when planning their savings. These tips will help keep high doctors' bills at bay.
Don't let high health care expenses derail your retirement plans.