Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of ...

If retiring cold turkey isn’t for you, consider a phased retirement that lets you scale back at work and ease into retirement ...

Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black ...

A third of Americans don’t believe retiring in their current location makes financial sense, which is why Nationwide ...

Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by ...

Retirement represents a major transition in life. Not only does your day to day schedule change completely, but your ...

Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

Federal employees who are being laid off have special financial needs, and advisors have a unique opportunity to help.

Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others ...