Looking back on history, the retirement playbook that worked prior generations — one that seemed like it was incredibly reliable even a decade ago — has now ...

Success in retirement planning requires more than a spreadsheet; it requires a purpose-driven approach to your goals.

Experts say stress testing your retirement plan helps you prepare for market downturns, taxes, Social Security shifts and long-term care costs in 2026.

Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

Diversifying his portfolio geographically and among asset classes could assist with changes in lifestyle and helping out ...

Plans drawn up when clients are about to retire are just a starting point that can be tweaked as the years go by ...

America has a growing population of "hidden millionaires," who got rich on retirement savings and real estate. They need help ...

Saving for retirement doesn't have to be complicated. These practical, flexible strategies can help you strengthen your ...

In the first year of the Labor Department's Retirement Savings Lost and Found database, 29.5% of users found an old workplace plan that might owe them money.

The lobby of the new Encompass Wealth Group office at 1065 Fairington Drive, Sidney. The lobby of the new Encompass Wealth ...

Planning in your final stretch before retirement ensures your money will support the lifestyle you’ve worked for, and not just your day-to-day expenses.

For some retirees, making the most of their nest egg means spending as much as possible before passing away. As the saying goes, “You can’t take it with you.” And after spending decades working and ...