“If you are nearing or in retirement, and find yourself carrying credit card debt, I hope you will revisit one of my keys to financial security.” So what is this key to financial security that ...

However, most people also end up falling short of that target. The few who actually reach their retirement savings goal usually took small, repeated actions that accumulated into a wealth-building ...

There are five main choices for the self-employed or small-business owners: an IRA (traditional or Roth), a Solo 401(k), a SEP IRA, a SIMPLE IRA or a defined benefit plan. Many, or all, of the ...

Take care of an employee’s retirement strategy beyond just their investments. Morningstar Retirement Manager is designed to make it easy to build a customized strategy. ©2024 Morningstar ...

Yesterday, I met an acquaintance who assumed I was still employed. When she learned I was retired, she exclaimed, “Oh, I had no idea! How do you spend your time? Don’t you feel bored? Why don ...

Full retirement age varies by birth year and is 67 for those born in 1960 or later. Claiming Social Security before FRA reduces benefits while delaying increases them. Working after FRA doesn't ...

Nontraditional approaches, such as life insurance settlements, can provide tax-efficient lump sums for retirement ... such as banks, credit card issuers or travel companies.

Retirement is a significant milestone in life. It marks the end of one’s working career and the beginning of a new phase filled with opportunities. Understanding the retirement age is crucial for ...

Bobbi Rebell, Founder and CEO of Financial Wellness Strategies, joins TheStreet to explain how there's more than one wya to save for retirement.