Financial Planning

Here are the most important planning decisions facing widows and widowers.

Clients want communication, comprehensive advice, and a relationship that inspires confidence.

These are the financial decisions that matter most for singles planning retirement.

Whether retirement is 25 years away or less than a year out, Morningstar’s Christine Benz shares the essential planning priorities for every stage of your retirement countdown.

These retirement planning strategies can give you peace of mind when your countdown is in the single digits.

There’s a lot more to retirement planning than a high portfolio value.

With a decade to go, zero in on boosting income and savings, plus these other strategies.

As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.

Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.

A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.

How to make sure these common financial ‘pain points’ don’t imperil your plan.

Charts, graphs, and mind maps can be useful communication tools to use with a financially disengaged spouse.

Both you and your portfolio should be ready for the transition.

Misleading benchmarks, inflated bond yields, and faulty mortgage math can distort investment decisions.

If unanticipated expenses exceed your emergency fund, here’s a look at where to go next.