Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Retirement isn’t merely about leaving the workforce; it’s about ...

If you are in your 50s, retirement may seem a long way off. You’re secure in your career, you may be in or approaching the empty-nest phase, and you’ve probably made significant progress toward paying ...

Discuss your retirement budget, expected income, portfolio allocation and insurance plan to make sure the numbers all work out. If you’re still short, consider whether you are willing to work longer ...

Maybe you love budgeting. Maybe you hate it. Maybe you gamify your budget to reach your goals. Or maybe you think that budgeting is just downright frustrating. Regardless of how you feel about ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

Baby Boomers looking to retire in short order, or those who may have already started this process, may still feel as though there’s plenty to accomplish. Here are three of the key retirement checklist ...

Retirement planning involves numerous facets, from investment strategies to healthcare costs, but one often underestimated area is energy consumption. As you approach retirement, making informed ...