A revocable living trust offers added flexibility and security for those with significant assets. Transferring assets into the trust allows you to authorize a co-trustee or successor trustee to manage ...

The fact that Americans are living longer has made the usual approach to financial planning incomplete, according to a new ...

On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

Micro-retirements can help burned-out workers achieve work-life balance by taking career breaks to pursue personal passions.

Take advantage of historically low tax rates to optimize your retirement savings and reduce your tax liability.

In addition to reconsidering their investments as they enter retirement, Gen X should be aware of the fees they pay. One ...

Risky cryptocurrency investments are increasingly creeping in to the retirement savings of ordinary Americans.

While Conquest supports in-depth financial planning, advisors who have used its software agree that it’s difficult to use at ...

Not having a plan for withdrawing retirement savings or adapting the plan to economic and market conditions could have long-term financial consequences. Experts say that people should create a ...