The three-bucket idea sounds neat in theory. The real challenge is translating it into Indian accounts, funds and tax rules ...

Longevity calculators can give more-personalized estimates on how many years your savings may need to last.

The challenge is to develop new models for how workers can take time off from work to explore future lifestyle options.

If you’re looking for ways to track your savings and financially map out your retirement years, there are many digital options available. Some are free, while others come at a cost or charge ongoing ...

Retirees often realize that once the novelty of free time fades, they need a structure that supports well-being and a sense of identity. This is where many feel least prepared.” — […] ...

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan ...

Retirement planners were once reserved for people who’d already accumulated a good deal of wealth, but they’re far more accessible — and affordable — these days. This is good news for anyone thinking ...

While most of Generation X isn’t in retirement yet, its members are on their way and will comprise the next biggest waves to do so after baby boomers. Gen Xers are known for being a scrappy, can-do ...

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

Understand how retirement advisors help clients with retirement income planning, tax strategies and investment guidance Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff ...

Retirement plans aren't just about saving money. Here's why a pro says a retirement vision is the top non-financial piece of a healthy plan. Our editors independently select these products. Making a ...

A retirement planner is a professional who specializes in helping people create a retirement plan geared toward their specific needs and goals. This plan includes everything from current income and ...