As you move closer to retirement, you’ll want to begin planning for your life in retirement, given the financial resources you’ve accumulated. This requires shifting your mindset, since for many years ...

The choice between Roth and pre-tax retirement savings can be difficult for investors. The decision depends on your current versus expected future tax rate. That's impossible to know. But there are ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. There’s a significant perception/reality gap among most ...

With the current market, you may be thinking more about managing your finances today and your retirement savings for the future. Whether you are 10 years or 10 months away from retirement, protecting ...

The pandemic has had far-reaching effects on how employees plan for retirement — and for “pre-retirement,” a new life stage that serves as a transition period between full-time work and retirement, ...

I recently had the pleasure of interviewing Bob, a recent retiree, who allowed me to share his retirement journey with you in the hope you might gain some insight to the process and possibly learn a ...

The summer Pre-Retirement Program, which was scheduled for June 4 on the East Baltimore campus, will no longer take place in person. To provide greater flexibility for attendance, this event will be ...

As a record number of Americans approached retirement age, a new study from Fidelity Investments offers a fresh look at differences in how generations prepared for life after work. Fidelity’s 2025 ...