Retirement income planning is no longer just about hitting a magic savings number, it is about turning that nest egg into reliable paychecks that can withstand taxes and a longer life. To do that, I ...

For many of us, our adult lives are spent saving money for retirement. In fact, several of my clients have recently shared with me their “number”—how much money they need to save in order to feel ...

For many Americans, the traditional pillars of retirement—Social Security and 401(k) plans—no longer feel sufficient. Rising costs and longer lifespans mean that the nest egg once expected to cover a ...

Retirement should be a time to enjoy financial security and not stress over cash flow. That said, some common money mistakes may be putting boomers at risk. Even those who have diligently saved for ...

According to the F&G 2026 Risk Tolerance Tracker, 66% of Americans are worried about their retirement income amid current economic conditions. In addition, 77% say the past year has made them less ...

There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different ...

Today, I want to have a "back to the basics" article discussing an important topic for the upcoming year. The New Year is a time for us to look back at what we did right or wrong and look forward to ...

After decades of hard work, the ultimate goal for most people is to have a confident retirement. However, pursuing this state of financial independence requires more than just a large nest egg. The ...

While public firms answer to shareholders, private wealth advisors answer to their clients. Independent firms are betting that affluent clients want more than cookie-cutter portfolios − they want ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Retirement planning is often framed as a matter of discipline, ...