Understanding spousal rights related to retirement planning is a key step in ensuring financial security for the non-working spouse. Profit and prosper with the best of expert advice on investing ...

This financial cushion can prevent you from needing to tap into retirement accounts for unexpected expenses, which can incur penalties and derail your long-term savings plan. An emergency fund ...

If you’re approaching retirement or have recently retired, it’s only natural that you’re looking forward to your newfound freedom. You might be planning to travel, pursuing your hobbies and ...

Once they know their clients’ hopes and challenges, financial planners can tailor plans customized for specific needs over time, whether those clients are employees planning for retirement, ...

Much depends on the level of financial planning. Jos Schmitz with Peak Retirement Planning shares some conversation starters for spouses so you are prepared for all stages of life.

Financial Planning: Integrating the succession plan with the owner’s personal financial planning is imperative, especially since the business often represents the owner’s most significant asset and ...

However, the rule of 55 allows those leaving their job at 55 or older to withdraw from their current employer’s plan ... financial writer covering topics related to personal finance and retirement.

This can help members extend their savings throughout their retirement,” it said, referring to EPF’s free Relationship & Advisory (RA) service that is available at all 69 EPF branches nationwide.

Experts recommend saving 10% to 15% of your income each year, but understanding how much money you need for retirement will require more personalized planning. Many, or all, of the products ...