Applying for Social Security is easier when you're prepared. Use our comprehensive checklist to gather all the necessary ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Planning for retirement is a lifelong endeavor, and at times it can seem like a goal that will never arrive. But as your retirement date comes into view, it may instill a bit of uncertainty, as you ...

While you might equate open enrollment with health insurance, it’s also a good time to tinker with other employee benefits such as those affecting your retirement. Every year, typically in the fall, ...

Here at The Motley Fool, we frequently review how you can plan effectively for retirement or build yourself a more comfortable retirement. Such articles tend to focus on financial matters, though, ...

Forbes contributors publish independent expert analyses and insights. I write about retirement income planning – and risk. Even if you didn’t experience it personally, you probably have vicariously ...

Image source: Getty Images.Worried that you don't have enough saved for retirement? You're not alone. A recentGallup surveyfound that Americans list retirement savings as their top financial concern, ...

Only you can know if you're ready for a checklist for retiring. If you’re 60 or getting there, retirement is no longer a hazy concept in the distance. It’s a real deadline. In five or six years, or ...

Small companies often have a family-like feel. Employers want to ensure their workers have a plan in place for retirement and long-term financial planning. Small businesses can offer a 401(k) plan or ...

The end of the year is fast approaching, and given the high-inflation environment, rounds of layoffs and investment account contribution limit changes, it may be a good time to re-evaluate a few ...