Columns

Long gone are the days of retirees wanting to spend their golden years relaxing on the golf course or on the beach, it’s about healthy living, remaining in the work force and helping their children purchase homes, pay for college help care for grandchildren—all of which require detailed financial planning.

Life expectancy plays a critical role in Social Security planning, and while it’s tempting to apply for benefits as soon as you become eligible, it can have long-term economic consequences.

Boomers' confidence in the economy has many of them hanging the "for sale" sign on their small businesses--but the process can be complicated and financially devastating if not done properly. 

Health-care costs are often the big question mark hanging over boomers’ retirement savings. But with a little planning, boomers can work to take some of the guess work out of savings for retirement. 

Boomers who had a rough time getting through “the talk” with their kids might be in for a surprise: there’s another uncomfortable discussion they might face--this one with aging parents.

Work until you drop? Maybe not. New study shows baby boomers aren't staying in the workforce for as long as some expected. 

Lack of savings, increased life expectancy, rising health-care costs and Social Security changes have put added pressure on boomers to reach a certain level of financial comfort before retiring and losing the steady paycheck. But it's time for baby boomers to fight back.

With health care costs rising two to three times faster than inflation over the last few decades, baby boomers in retirement are facing unplanned for medical costs that are eating up their nest eggs.

Making investment decisions based on one day’s market action is nearly always a mistake. Investors should be motivated by bigger considerations, such as your asset allocation or just how far away you are from retirement.

The reality is that many of us feel we simply cannot afford to retire.

Wall Street's recent performance has repaired most 401(k)s after the financial crisis, will this rebound lead to a shift in our savings priorities? 

Dave Says: If your employer offers different retirement-savings options, be sure to take taxes into account.

The Supreme Court's ruling that the federal definition of marriage was unconstitutional has led to a flood of lower court decisions regarding retirement benefits--here's what you have to know.

When it's time to start collecting Social Security benefits, it's not just retirees that can get monthly checks: their kids, spouses and exes can too.

It seems like every couple of months a new strategy and savings plan hits the market that guarantees an adequate nest egg, making many boomers throw their hands up in frustration as they search for the magic number. 

Over the last couple of weeks, markets have taken on a life of their own and news can and has been twisted to try and explain the confusing action.

The question becomes: Is Greece is inconsequential compared to overall discouragement of anti-austerity movements elsewhere on the continent?

The waiting game in U.S. equity markets has yet to be rewarded with anything but a market psychology sunk to the levels of its dreary surroundings.

The crazier the world looks, the less attractive stocks look. Investors seize on trouble abroad and unload almost any equity investment they can.

The crazier the world looks, the less attractive stocks look. Investors seize on trouble abroad and unload almost any equity investment they can.