“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement ...

Employees are reaching retirement age with little preparation of what's to come. According to fintech provider IRALOGIX Retirement Readiness Index, the national retirement readiness score is 45.8 out ...

Most people focus on preparing financially for retirement, but the emotional aspect of retirement should not be overlooked. The average person spends much of their adult life following a work schedule ...

That said, the 4% rule assumes that your portfolio has a fairly even mix of stocks and bonds. If you're a very conservative ...

The Wall Street bank’s model assumes a 5% annual gross savings rate, a pre-retirement portfolio of 60% equities and 40% bonds ...

Still, your expenses may not drop so drastically in retirement. A good rule of thumb is to expect to need 80% of your former income to cover your costs without worry. So let's run some numbers to see ...

Retirement is one of the most important financial goals for many married couples. It’s something you may dream about and work hard to reach. But, even if you feel like you are on track in terms of ...

Gen Z gets a bad rap when it comes to financial wellness, but they're on track for retirement at higher rates than older ...

Whether your retirement is over a decade away or getting close, thorough planning is advisable because without it, you could face significant challenges that may not be top-of-mind now. And those ...

Over the past weeks, Personal Finance has been publishing two series of articles: One based on the recent Retire Right seminars hosted around the country by Personal Finance and Old Mutual; and the ...