“You can always decide to go from an inherited spouse IRA to your own IRA down the road,” Stephen Maggard, a certified ...

Your retirement planning should integrate financial strategy with other life dimensions, including health, relationships and ...

Many retirees are missing out on thousands due to confusing superannuation rules — here’s how to make sure your money’s ...

Planning for retirement can seem daunting, but with the right strategies, even ‘average’ Americans can achieve exceptional ...

There’s no one-size-fits-all solution to combat the shrinking dollar in retirement. But one universal truth remains: ...

Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to ...

Let’s explore the three broad levels of advice now on offer, ranging from no-fee to low fee ($395) and higher (averaging ...

Which Is Best?

Retirement is not a date in time but a journey that starts on the day a person gets their first job, which requires the ...

A woman called her fund asking for help with a simple question. Three hours later, she still didn’t have an answer.

If you earn R1m a year, you’ll need roughly R12m just to retire comfortably and closer to R17.5m for true financial ...

The rise of social media, digital tools and AI has made financial advice more accessible, however, you still need a professional in real life.