Before you decide how much money you're going to withdraw from your retirement savings, map out a budget for how much you ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

Retirement planning as a couple has its perks: shared goals, double the savings power and someone cool to dream with. But double the planners also means double the opinions on when you'll retire, ...

ChatGPT can be a resource for retirement planning questions, but it doesn’t replace the advice of a human financial advisor. When using ChatGPT for research, be sure to check the sources of the ...

Retirement planning with a spouse is a shared venture that inevitably involves differing visions. Maybe your spouse intends to work longer-even much longer-than you do. You may want to maximize family ...

“Will your money last?” isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement — possibly an early one. At age 60, he has worked hard and ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Married women face a special retirement planning challenge ...

It’s important to have a plan going into retirement. Think about when to claim Social Security and other benefits you’re eligible for. Figure out what your income and expenses will look like. Are you ...

Most Americans heading toward retirement don't have a good grasp of the issues that could shape their financial well-being after they stop working. Researchers from the TIAA Institute and the Global ...

In this last installment, I answer your questions from my inbox about insurance. Q. If I want my spouse to be covered by FEHB while I am receiving my annuity, do I need to choose the spousal annuity ...

As we await President-elect Donald Trump’s second term, speculation about his impact on our finances is rampant. Americans are trying to parse his rhetoric on the campaign trail with the realities of ...