Retiring and Investing

To achieve FIRE — financial independence, retire early — takes extra planning and determination.

Investors use this method to strike a balance between playing the market and staying on the sidelines.

A GLWB rider can add guaranteed lifetime income to a growth-focused annuity. Learn how it works, what it costs, and whether it fits your retirement plan.

The numbers aren’t adding up to a positive outlook for the program. That needs to be fixed.

A custodial Roth IRA, or Roth IRA for kids, can help your child learn the importance of saving and investing while building a strong financial foundation.

Have you saved enough to be financially on track for the retirement you want? What to do if you are not.

The three-legged retirement stool is wobbling for many Americans. Learn why — and what you can do about it before you reach retirement age.

Wondering what a QLAC is and how it works, especially with RMDs? Learn the pros and cons of a qualified longevity annuity contract for your retirement.

Most Americans are falling short of their retirement savings goals. Here are three hard financial realities about retirement — and what you can do to prepare.

These popular savings benchmarks, adjusted for your circumstances, can help you assess if you’re on track.

Most family caregivers act out of love, but they can incur costs that may impact their own financial well-being.

Learn what an IRA is, how traditional and Roth IRAs differ, and what they can do for your retirement savings.

Many experts say you should have 3× your salary saved for retirement by 40. See how to benchmark your progress — and how to catch up if you're behind.

Learn how to shop for a mortgage with this step-by-step guide. Compare mortgage types, evaluate loan terms, and find the best interest rates for your home purchase.

Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.

You don’t need a six-figure salary to start growing your net worth. You just need to start early and be consistent.

The financial narrative is evolving from asking how big the opportunity is to asking how sustainable the returns are.

Asset allocation and diversification each play a distinct role in managing investment risk. Find out how they differ and why smart investors rely on both.