It’s an issue that Nobel economist William Sharpe called the "nastiest, hardest problem" in finance: converting retirement ...

No one really enjoys thinking about estate planning. It's intimidating and can feel overwhelming. Add in all the emotions of ...

Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC ... qualified taxpayers can ...

Ideally, you’ll engage a financial planner who can help you determine how much money you’ll need to retire, develop a savings and investment plan to help you reach your goals, and then develop a ...

If someone were to tell you you could become a millionaire by age 40 while earning an average income, you might say they're ...

a Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP) and founder of Discover Wealth Planning. Urban explains that taxes could be on income, property, sales or other ...

An important part of retirement planning is keeping track of how you are progressing. If you don’t know where you are, ...

For decades, the “4 percent rule,” laid out by renowned financial adviser William Bengen, served as the north star for ...

Strategizing to minimize taxes before taking reitirement acount withdrawals can make a significant difference in take-home ...

Employees with pension benefits may be rare, but financial advisors at the Hawaii State Federal Credit Union see them every ...

With Charlotte’s town planner set for retirement in less than a month, the town is exploring a potential agreement for shared ...

By understanding how fixed indexed annuities work, you can set your savings up to grow to provide the income you need.