Retirement savings needs vary greatly based on individual factors, but most people require $1.5–2 million. Check out our ...

There are individuals who have accumulated huge amounts of money for retirementbut did not have a plan in place for managing ...

Social Security will replace only about 40% of your salary, on average. A solid financial plan will help you plug the gap so ...

Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

Planning for retirement means making wise savings and investment choices so you’ll have enough money to sustain yourself comfortably after you leave the workforce. The ultimate goal is to create a ...

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

In today’s economy, with rising costs and uncertainty, retirement income planning has become more critical than ever.

A typical 401(k) plan only offers stock and bond funds that invest in publicly traded companies. But private companies — ...

What started as a tech novelty became a retirement planning revolution when AI moved from corporate offices to American ...

In an interview, Chris Farrell shared some retirement planning rules that no longer make sense. Here are the outdated beliefs ...

7 min read. Retirement Income Planning: The Financial Advisor’s Playbook. Explore Morningstar’s trusted resources and tools to help prepare your clients for a fulfilling retirement.

Most Americans fear a financial crisis could upend their retirement—but still haven’t planned for it. Here’s how to build a ...