Retirement education

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

The case for better aligning default options with income needs is undeniable. But how can we best implement these choices?

The Senior Citizens League made its forecast amid inflation fears and as advocates criticize the formula for calculating the annual adjustment.

It comes as part of “an unprecedented series of extremely low” annual increases, according to an analyst with the nonpartisan Senior Citizens League.

More than 60 million Americans could receive slightly higher benefits next year, according to a nonpartisan advocacy group’s new projection.

Threats to the program are multiplying and the coronavirus pandemic is accelerating a reckoning, according to a new analysis.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

A federal court decision that could be subject to appeal secured Social Security benefits for certain same-sex marriages that hadn't previously been eligible.

Plunging oil prices have all but ruled out the possibility, according to a new report.

Finding the revenue to make up for the shortfall remains a “manageable exercise,” regardless of the as-yet unknown impact of the coronavirus, a Boston College economist says.

Savings in mutual funds, annuities and other products from banks are not covered by insurance.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

Those leaving the workforce before 65 need more cost-effective places to live.

Underestimating their needs, many make decisions that are suboptimal or worse.

There is actually a way to give clients a good answer to this question.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Aside from cutting spending and contributing to a Roth account, investors are also advised to sock away at least 10% of their annual earnings.

Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.