“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 ...

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 ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

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

Three months seems like a long period of time, but it can speed past in the blink of an eye, especially if you’re talking about this action-packed fourth quarter. Between now and year-end, we’ll be ...

Many Americans dream of retiring early — and with the right planning, they can make it a reality. While retiring before the traditional age of 65 isn’t easy, it’s certainly possible with a disciplined ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive is hard enough without overpaying your taxes. Any strategy that helps you ...