There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Quick Summary The hard part isn't "can I retire." It's choosing the version of retirement you want, whether that means stopping work now and carefully managing the bridge years, or working longer to ...

For decades, traditional retirement planning followed a predictable formula: Work for 40 years, save in a pension or 401(k) and withdraw funds in retirement. But today’s economic landscape—marked by ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

According to a 2024 study by the Employee Benefit Research Institute, only 38% of small businesses offered retirement plans, with many of the organizations choosing to opt out due to cost, complexity ...