Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

A holistic financial plan goes beyond—here’s how to approach it.

At the start of a new year, it is common to reflect on the past and make goals for the future. While fitness, career advancement, and personal growth often top your list, financial planning should ...

Many people are doing OK. With record-high stock prices, portfolios have blossomed, and in the minds of clients and financial advisors, now is not a bad time to retire. “Obviously when you got the ...

Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.