Most Americans view retirement as a new chapter to pursue passions. But the majority haven't planned or budgeted for those ...

Let’s say you happen to be a few years out from retirement, and are on track to have an extra $2,700 a month after covering ...

1. Build a plan for your health insurance. If you'll be 65 or older and are either a U.S. citizen or a permanent U.S. resident who has lived in the U.S. for at least five years, you'll qualify for ...

As retirement approaches, as it gets within say 10 years away, you would want to start derisking your retirement portfolio. Margaret Giles: Hi, I’m Margaret Giles from Morningstar.

2. Check your Social Security projection. Having a sense of what you'll receive in Social Security income can help you figure out how much you'll need to have saved by the time you retire. For ...

Five years before retirement, workers should implement the final steps of their retirement planning to ensure financial stability. An annual follow-up with your financial advisor can help maximize ...

For many employees, what to do with a 401(k) plan at retirement has been a foregone conclusion: Roll it over. Financial advisors no doubt have reinforced that trend, with rollovers from 401(k)s to ...

A growing number of older adults are in debt in retirement, according to the 2022 Survey of Consumer Finances from the Federal Reserve. Among people ages 65 to 74, the share with debt rose to 65% ...

A growing number of older adults are in debt in retirement, according to the 2022 Survey of Consumer Finances from the Federal Reserve. Among people ages 65 to 74, the share with debt rose to 65% ...