The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

The asset management firm's model assumes a 5% annual gross savings rate, a pre-retirement portfolio of 60% equities and 40% ...

The best retirement account for a solopreneur will depend primarily on your income level and desired contribution amount.

Without a well-defined plan for spending in retirement, Americans could be facing unexpected and unnecessary stress. An ...

Scott Kupor, the new director of the Office of Personnel Management, publishes weekly updates on OPM and the federal workforce in his blog, Secrets of OPM. In September, Kupor reported that he went ...

Let's apply Maslow's hierarchy of needs to financial planning to create a guide to ranking financial priorities, from securing income and protection to building retirement savings and planning for ...

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.

A Lean FIRE Calculator takes the guesswork out of financial planning, helping you stay on track with data-driven insights. Calculate your current net worth by subtracting liabilities from your total ...

When the IRS published its final regulations governing Roth source catch-up contributions in the Federal Register on ...

How much is enough to retire when you consider longevity, medical costs, and market uncertainty? Here's how to catch up.