Discover key questions to assess retirement readiness, guide clients in creating a realistic plan, and help secure their financial future with confidence.

Christine Benz: I want to switch over to discuss people who are later in their lives who are thinking about retirement or maybe already in retirement and talk about the questions they should ask ...

Retirement planning is often a primary concern when clients meet with financial advisors — and that goes for clients of all ages. Brad Sherman, president of Sherman Wealth Management, primarily works ...

Not knowing your spouse's favorite childhood memory or their favorite animal probably isn't going to jeopardize your relationship, but not knowing how they envision retirement could lead to some major ...

Planning for retirement is easier in some ways for married couples than it is for single adults. They have a partner who can help them save for the future and share the burden of household tasks. But ...

Getting (and remaining on) the path to achieving financial wellness and your dream retirement relies much on knowing which questions to ask yourself. When planning for retirement, of course, you ...

In this article, we discuss the questions to ask before early retirement. For more on this, go to 5 Questions to Ask Before Early Retirement. Early retirement is a big decision to make. When done ...

Knowing the answers to these questions now can ensure you're on the right track to retire comfortably. As you're planning for retirement, you may think you have plenty of time to figure everything out ...

Barron’s Retirement recently explored which accounts you should tap first in retirement in order to minimize taxes. The conventional wisdom of always drawing down taxable brokerage accounts or bank ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. As you approach your retirement years and also soon after you ...

Instead of focusing on your retirement "number," focus on what you want your retirement to look like. Once you figure that out, you'll be in a much better position to know what it'll take to make that ...