Many middle-class retirees assume that claiming Social Security early won't matter much. Here's why that belief backfires and ...

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

Before planning to move in retirement, considering all of the upfront and lingering costs can help you decide if the effort ...

While the flashier New Year's resolutions -- like eating healthier, exercising or learning a new skill -- tend to get all the ...

Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...

Government plans to slap inheritance taxon pensions are already galvanising families into action to protect estates before ...

If you're 52 with $60,000 in savings and you want to retire at 65, you'd need to stash away roughly $2,700 per month over the ...

The state pension is the bedrock of your retirement income. But many people wrongly believe it is a fixed amount for everyone ...

Compare Manulife (MFC) vs Sun Life (SLF): earnings growth, ROE, valuation and 7%+ shareholder yield. Read here for a ...

The Plan: Convert the LIRA to a LIF and unlock half the value, then convert his RRSP to a RRIF and begin withdrawing. Defer ...

A national survey shows that 90% of Americans plan to ignore this key piece of retirement money advice. Find out why and what ...