There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

Under a traditional model, American workers were said to be able to rely on three sources of income to fund their lifestyle in retirement: pensions, Social Security and personal savings. Over the past ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

At 58 with $3 million saved, working one additional year represents one of the most financially consequential retirement ...

For decades, traditional retirement planning followed a predictable formula: Work for 40 years, save in a pension or 401(k) and withdraw funds in retirement. But today’s economic landscape—marked by ...