Retirement is an exciting yet complex life transition. If you’re planning to retire within the next 12 months, proper ...

By creating a tax-smart retirement income plan, you can better manage your tax burden to ensure you have enough income to ...

Retirement might seem like a lifetime away, but now is the time to start saving. There are several different types of ...

I am planning to retire at 62. I have $200,000 in savings, and I have a paid off rental house with a $1,500 a month rent income. My house that I live in is paid off, too. I’m not sure what to do with ...

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

Don't forget to make some time to review your retirement savings strategy. Here are three key moves to make as you settle ...

Keeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now ...

The most common retirement plans are defined contribution plans, where the contribution amount is defined but the benefit is not.

It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one ...

If you're looking at a career in finance, the choice between being a certified financial planner and a chartered financial ...

For many people nearing retirement age, the golden years may not be coming as soon as they would have imagined. With retirement uncertain for so many Ohioans, some propose public policy solutions.