“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement offerings at Fidelity. Take a look at your bank statements, see what your current ...

The smartest retirees don’t rely on luck or perfect timing. They treat their money like a long-term partner—steady, reliable, ...

The 2024 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI) found that while workers often plan ...

Your income affects the amount you need saved, since you'll probably want to maintain a similar lifestyle when you retire as ...

This can have a huge bearing on how much you need to save for retirement. The topic of life expectancy can keep many people ...

Still, your expenses may not drop so drastically in retirement. A good rule of thumb is to expect to need 80% of your former income to cover your costs without worry. So let's run some numbers to see ...

Contributing to an FSA at work can reduce your medical expenses, but one rule surrounding the account creates a big risk.

Elroy Bupp likes fishing, especially from the pier at the ocean -- but fishing for his retirement money, not so much. He says he got a letter about his 401(k) about ten years ago. “It said I had money ...

It's better to err on the side of doing things that will make good financial sense whatever is announced - here are some ...

One of the more popular items on retirement surveys is the "magic number": How much savings you need, on top of any Social Security benefits, to live out a comfortable retirement. An Aug. 1 analysis ...

When the Medicare open-enrollment season for 2026 starts on October 15, brace yourself for some big, and potentially costly, changes. Premium hikes for both medical and drug coverage, shrinking ...