It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one ...

Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

One common rule of thumb says you should have six times your annual income saved by age 50. Some people may need more or less than this depending on their retirement date, life expectancy, and more.

Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

Determining your personal withdrawal strategy is all about looking at historical data and what's worked for others in the ...

First” rule says that you must have sufficient income to cover your must-pay living expenses before you do any discretionary spending. Find out if it’s right for you.

Planning for retirement used to mean meeting with a financial advisor, gathering paperwork and running numbers by hand or ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

ChatGPT can help with retirement planning -- if you ask the right questions. Learn which prompts unlock real financial insights and avoid costly mistakes.

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...