“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement offerings at Fidelity. Take a look at your bank statements, see what your current ...

If retirement is on your radar in the next year or so, here’s a checklist of things to know and do before leaving work. If retirement is on your radar in the next year or so, here’s a checklist of ...

The retirement age is between 65 to 67 years old, according to the Social Security Administration. Knowing when to retire, however, is not an overnight decision. Planning allows you to have a ...

While you might equate open enrollment with health insurance, it’s also a good time to tinker with other employee benefits such as those affecting your retirement. Every year, typically in the fall, ...

Retiring in the next decade or so? This 8-step checklist helps you shore up your finances, cut costs and maximize Social ...

The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

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In 2015 we have been looking at retirement plan issues for various life stages. In this article: a checklist for those who have decided to do a rollover from a company plan to an IRA. Caution: If your ...

Retirement planning can be equal parts stressful and exciting. You finally get to sleep in on Mondays, enjoy your hobbies, travel and spend more time with family. But creating a retirement plan is ...