I regularly hear from people in or near retirement who misunderstand how Social Security works, dramatically underestimate life expectancies or fail to plan for big expenses, such as long-term care or taxes. They've already made up their minds and want to argue about financial planning precepts,
Yahoo Finance wants to help you get retirement ready -- brought to you by Fidelity. Charles Sachs, Director of Planning at Kaufman Rossin Wealth, joined The Final Round to discuss strategies to create liquidity with your assets.
When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider. After all, if your daily expenses eat up too much of your budget, you won't be left with much extra for anything fun, to leave an inheritance for your loved ones or even
Do you know what your break-even age is? It's the age at which you come out ahead by postponing taking your Social Security benefits. Here's how to figure it out, and what it means for your retirement.
Yes, millennials have special challenges, but there's a way. Here's some tough-love advice on money and life for millennials from a CPA who is also a millennial himself well on his way to financial independence.
Retirees often follow what is known as the 4% rule. Established in 1994 by financial advisor William Bengen, the rule stipulates that you should be able to withdraw 4% of your retirement savings each year without running out of money during your lifetime. -- Calculate how much you will need in retirement
A recent report shows the average monthly premium is $799 a month for older adults who make too much to qualify for government subsidies.
Setting and forgetting your risk tolerance may cause unwanted results in your investment portfolio. Instead, review your risk profile each and every year with these five steps.
Yahoo Finance wants to help you get retirement ready -- brought to you by Fidelity. Cameron McCarty, President of Vivid Tax Advisory Services joined The Final Round to give tips for saving for retirement.
These all-too-common mistakes are easily avoidable. If you've gotten tripped up, like so many other investors have, here's how to fix the problem before it's too late.
Wall Street has been on a roller coaster lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.
For those who don't need Social Security benefits to live on, there are good reasons to take them sooner rather than later. Here's why.
If your 401(k) is starting to resemble your dusty cluttered garage, here are some ways to clean it out so it can perform to its top potential.
When it comes to retirement planning, generations are at different stages in their lives and need to approach retirement differently. The Wells Fargo Investment Institute's new report 'Re imagining Retirement' is out today and details how Millennials, Gen Xers, and Baby Boomers can address
Required minimum distributions are a fact of life that most of us will have to face sooner or later. Demystify them by brushing up on the basics now.