Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

It's important to understand how you plan to spend the money you've worked hard to save. Two expenses are easy to overlook while planning for retirement: healthcare and taxes. Flexibility is key. No ...

Most retirement budgets assume you’re pinching pennies. But what if you saved well and want to actually enjoy retirement? I asked ChatGPT to map out a $100,000-per-year retirement budget for someone ...

Uncertainty creates fear of the unknown. Retirement software provides clear forecasts, which help overcome these fears. The software implements safeguards to ensure that the user's plan reflects ...

Creating a goal budget gives you a target to aim for. Delaying your retirement age can dramatically increase your Social Security benefits. Contributing to a tax-advantaged retirement plan may not be ...

Home Retirement Retirement Planning A Financial Pro Breaks Retirement Planning Into 5 Manageable Pieces This "IDEAL" retirement plan features five key areas to focus on — income generation, tax ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...