The financial picture improves at age 67, when Social Security often acts like a raise and reduces pressure on savings. The ...

Your mid-fifties is a good time to do a retirement check. To be clear, you should always have at least one eye on retirement.

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

Retiring at age 55 could have a positive impact on your quality of life and potentially even save you money. Here’s why.

The couple has $3M in savings plus $85K in annual teacher pensions that together exceed their projected spending needs. Upcoming major expenses include a $300K home upgrade and two weddings but their ...

What happens when you reach 55? For many, this watershed year marks their buyout or downsizing of a company — meaning retirement. But, Postpandemically, could you survive? If you are... What happens ...

The average retirement community member has to factor in expenses such as HOA fees, property taxes and buy-in costs. Over 10, 20 or 30 years, the total costs can accumulate differently depending on ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Retiring at 55 can feel like crossing a finish line, but ...

There's low-cost living, and then there's the freegan-living millionaire featured in this edition of The Next Step, Financial Planning's newest series. The series explores one simple question: What's ...

Retirement planning in your mid-50s puts you in an interesting position. You're likely earning well and your career is established, but you're also starting to see the finish line on the horizon. It's ...