A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to preparing for retirement, there’s no shortage of financial ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

A CFP explains why Gen X can stay confident about retirement plans despite recession fears and shares smart strategies for financial security.

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

When it comes to their finances, Gen X would do a few things differently if they had the chance at a do over. And they are cautioning the younger generation not to make the same mistakes. That's ...

Financial planners help people make better retirement decisions, but through their years of experience, they often see the same mistakes play out over and over again. While working with a certified ...

Living on a fixed income requires thoughtful planning and spending. Follow these five tips to ensure that you don’t outlive your savings in retirement.