What good is a pension if you don’t live long enough to enjoy it? When Germany introduced the world’s first old-age social insurance program in 1889, the retirement age was set at 70. The problem?

In the fall of 2019, I toured the Office of Personnel Management’s (OPM) Retirement Operations Center—known as the “ROC”—located 220 feet underground in a former limestone mine north of Pittsburgh, ...

For those with sizeable or rapidly growing retirement nest eggs, it can make sense to stay invested in markets as one seeks to live off the interest or dividend payments. Undoubtedly, living off the ...

For decades, retirement planning was built around a simple formula: save enough, invest wisely, and — if all goes well — sail ...

Among the many investment options available, the Systematic Investment Plan (SIP) remains popular for its simplicity and ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

New York State is launching a retirement savings plan program for employers in the state with Vestwell’s platform. It’s the latest state partnership for the fintech and employer and individual ...

Discover the CRPS certification, its role in retirement planning for businesses, exam details, benefits, and ongoing ...