Retirement is a crucial phase you prepare for by working hard for decades to ensure you can save enough to enjoy your golden years. The checklist below highlights steps you need to take to ensure ...

If you're hyper-organized, you may have already ticked off most of the 10-year checklist for retirement planning tasks. But ...

It’s important to note that this checklist is really just a shortlist. Preretirees should consider this a starting point to psychologically preparing for retirement and should add to it as needed.

Last but not least, you can use your equity to better manage your debts while retired. To do this, you'd use a home equity ...

Looking at your year-end financial checklist now provides the “best ... with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

If you plan to retire within 10 years, here’s a retirement checklist full of tips and tricks to help make sure you’re ready for the next phase. Save as much as possible in your 401(k ...

Keeping track of your progress with an annual financial planning checklist makes it easier ... This can include retirement planning, tax planning, and investing. You need a checklist so that you don’t ...

To prepare for retirement, consistently save, invest wisely, and plan to minimize fees and penalties. Tailor your investment allocation based on risk tolerance and time horizon, then make ...

Some people may prepare for the financial aspect of retirement but not consider the social and emotional aspects. Either way, taking stock of what provides life satisfaction is a worthwhile ...