Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning software, today announced a partnership with Cetera Financial Group ("Cetera"), the premier ...

The solution helps employees navigate the complex retirement process with clearer guidance and personalized insights.

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. If ever you want to clear out a room, start a conversation about reverse mortgages.

In a climate where fewer Americans rely on a “miracle” to retire comfortably, understanding when you are financially ready to retire has become increasingly crucial. With practical guides and tools ...

Revolutions aren’t just a thing of history—they’re happening right now. From the industrial era to the digital boom, each transformation has redefined the way people live and work. Today, a new shift ...

Do you feel like you’re grappling in the dark when it comes to retirement planning but aren’t sure where to turn or if you should spend money to get those plans in order? If you have even a few ...

53% of retirees wish they had spent more time planning the non-financial side of retirement; new 2026 planner tool helps them do just that Retirees often realize that once the novelty of free time ...

Manulife John Hancock's new index measures retirement readiness across eight domains, moving beyond traditional ...

Some budgeting tools are more complex (and take on more complex tasks) than others. If you have multiple income streams, you need a budgeting tool that lets you account for each one. The ideal ...