No matter where you go online, there is a better-than-good chance that you will see the 4% rule come up around the idea of ...

A retirement budget compares expected income with planned expenses to see whether spending fits within available income. This ...

The share of adults who have a will should be 100%, but it hovers consistently at 30% in the U.S. There’s no reason for this.

Retirees are discovering that a quiet shift in Social Security rules can cut into the checks they spent decades counting on.

Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.

The final five years before you retire is when your financial journey really ramps up. According to Statistics Canada, the ...

With many people not saving enough, it's crucial to plan carefully, from understanding tax implications to investing ...

Maximize saving for your retirement and cut down on taxes: Schedule your free call with a financial advisor to start your ...

When you buy a home, you want it to feel like an asset, not a burden. Here's how to know if you're spending too much—and also what most people spend, broken down by age.

The first principle worth considering when planning your retirement is the 4% rule. Many financial advisors recommend that ...

How much does a 70-year-old retiree spend? We break down the average monthly budget to see where all the money goes and how ...