Income Planning

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Social Security Fairness Act Recalibrates Plans

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Some married, divorced and widowed individuals with pensions may see the biggest boost.

10 Things No One Tells People About Retirement

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Many people are so focused on getting to the retirement finish line that they don't plan for much beyond it.

Morningstar Advises 3.7% Withdrawal For First Year Of Retirement

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The rate is slightly down from last year's recommendation of 4%.

Gen Xers Are Redefining The Meaning Of Retirement, Robert Laura Says

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Financial advisors need to help the generation find their “passion,” the consultant said.

Gen X Grappling With Lack Of Retirement Planning, Schroders Survey Finds

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Those born between 1965 and 1980 are generally pessimistic about having enough money to retire.

10 Things No One Tells People About Retirement

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Many people are so focused on getting to the retirement finish line that they don't plan for much beyond it.

Fidelity Study Finds Americans Shifting To Short-Term Savings Focus Amid Setbacks

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Most Americans faced financial setbacks this year that forced them to rethink their savings priorities.

Elizabeth Warren Pushes Bill To Make Bankruptcy Cheaper And Easier

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Courts could erase student loan debt and back rent and offer mortgage modification under the senator's plan.

89% Of U.S. Consumers Say Debts Hampering Their Financial Goals

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But only 25% work with a financial planner, according to a new CFP Board study.

Gen X's Support Of Parents, Children Adds To Financial Strain, Report Says

by FA Staff

The added responsibilities are making it harder for Gen Xers to save for retirement, a Nationwide study found..

American Workers Growing More Worried About Retirement, MFS Survey Says

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Increased housing costs were among the top reasons for the financial worries.

Ranks Of 401(k) Millionaires At Fidelity Surge To Fresh Record

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Despite the gains, more than 40% of full-time workers have no access to workplace retirement savings plans.

Expect Congress To Introduce SECURE 3.0 Next Year, Industry Insiders Say

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The third SECURE package will focus on further increasing Americans' access to retirement accounts, they say.

Don't Make Year-End IRA Contributions, Ed Slott Says. Roths Are Better

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Roth accounts lead to a one-year tax hit but are better savings vehicles for the long run, the retirement planning guru said.

When Should Empty Nesters Downsize?

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Giving up your old house is an emotional undertaking.

Is That 'Magic Number' Just Clickbait?

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When headlines say you need $1 million-plus to retire, is that really true?

Retirees' Year-End Planning Mistakes

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Here's how you can help them avoid costly errors.

Young Workers Feel Most Retirement-Ready, Study Says

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But it may be a false sense of security, said the CEO of the Barnum Financial Group.

Social Security Reform Proposal Would Slash Benefits 40% For High Earners

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An American Enterprise Institute paper proposes capping benefits at $2,050 in the event of a 2033 insolvency.

‘FIRE' ETFs Catering To Retire-Early Strivers Make Their Debut

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FIRE proponents on sites like Reddit urge would-be savers to sock away half their paychecks during their early working years.

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