The following was originally published by Robert Schmansky at Forbes: According to Investment News, a lawsuit filed earlier this month...

One of the most important aspects of retirement planning that often goes ignored is the structure of investment accounts. Investors are...

In an article for National Education Association, CFA discusses an important topic in retirement planning... the actual plan for taking...

The following article was first purchased at US News and World Report on 11/14/2013. By Robert Schmansky, CFP® According to the 2009...

One of the questions retirees face with drawing down their portfolios is, “Should I move everything to an annuity?” In a low-interest...

PBS’s Frontline ran an investigative piece on our looming retirement crisis recently titled The Retirement Gamble. The video, which is...

I recently had the opportunity to revisit retirement modeling software. As one of my jobs, I teach a economics course, and one of the...

“You keep using that word. I do not think it means what you think it means.” Inigo Montoya, The Princess Bride Today I saw an ad in our...

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at...

General Motors and Ford retirees are facing a choice that may become a trend for traditional pensions. As corporations seek to manage...