These are valuable exercises, but a retirement plan with a 10% chance of failure looks a lot better in a spreadsheet than it sounds in real life. The problem is that if it goes wrong, there is no - I ...

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...

If you’re interested in documenting your life—and you should be!—check out this spreadsheet. I’m talking about tracking every ...

Before you retire, it could be a good time to make changes to your investment portfolio, understand your spending habits, and ...

But since many Americans plan to retire in their 60s, it's important to consider whether you've set aside enough funds to ...

Using ChatGPT as a retirement planning tool is surprisingly easy and, best of all, you can update your information as it ...

Here are some of the key takeaways from Morningstar’s annual retirement-income research. Flexible in-retirement portfolio ...

Some aspects of retirement planning will depend on where you are in your journey. People who are one year away from retirement may have different priorities than those early in their careers.

Some aspects of retirement planning will depend on where you are in your journey. People who are one year away from retirement may have different priorities than those early in their careers. That ...

"Relax," Ghilarducci said. "Planning for retirement is best for the daylight hours, not in the middle of the night. And when you wake up, take some action steps. Worrying is not action." ...

I tracked literally every penny coming in or out of my life I began by first tracking my expenses in a simple Excel spreadsheet ... were easy to plan for, but my spreadsheet also clarified ...

A successful budget planner helps you decide how to best spend your money while avoiding or reducing debt. NerdWallet recommends the 50/30/20 budget, which suggests that 50% of your income goes ...