to planning that trip you've always wanted to take. What should I do in the 5 years before retirement? If you haven’t been tracking all this already, this is the time to calculate how much money ...

Expert shares key strategies for retirement planning, including the modern approach and recent tax law changes ...

creator of The Complete Retirement Planner. Yet that’s what approximately 80% of households are doing, he continued, and it’s ...

it doesn’t hurt to consult one as you plan for retirement," he said. "Most financial planners have an understanding of tax rules but do not complete tax returns and will not offer tax advice.

The sooner you begin planning for retirement, the easier it will be to retire comfortably. Even small steps can go a long way toward improving your financial health. No matter when you're planning ...

That requires planning and often working with a financial advisor or retirement planner to run the numbers and figure it out. It means taking into account things like your health (and thus ...

You are also rooting for a smooth retirement and some good retirement planning. The end of Episode 7 is a cliffhanger, leaving me anxious. I’m counting down the days until Episode 8, which will ...

As a millennial, you’re not among the youngest generation anymore. And that means your retirement planning should be farther along than that of a young adult’s — you’re at a time in life ...

“In general, the break-even point using different claiming ages is approximately age 80 or 81,” said Drew Parker, founder of The Complete Retirement Planner in the Seattle area, in an emai ...

Joe has built a comprehensive retirement planning company focused ... and experienced tax planning team. Another tax planning strategy to complete before the end of the year is to donate to ...