The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement. In a bid to reframe how Americans ...

Forbes contributors publish independent expert analyses and insights. I discuss surviving retirement—and making it the best stage of life. Apr 16, 2024, 02:59pm EDT Once you arrive at the peaceful, ...

The solution helps employees navigate the complex retirement process with clearer guidance and personalized insights.

Key Takeaways According to a 2025 study, 93% of workers want 401(k) plans to offer lifetime income options.Still, lifetime income can come from sources like Social Security, pensions, annuities, and ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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.” — […] ...

Home equity levels among homeowners aged 62 and older are at record levels following the end of the pandemic. As a result, reverse mortgages may no longer be considered a “loan of last resort” as ...

Manulife John Hancock's new index measures retirement readiness across eight domains, moving beyond traditional ...