Until your needs for the next chapter of transition or retirement are put on paper, there is likely fear about the unknown.

An important footnote in the memo calling for a federal funding freeze exempted Social Security. The White House subsequently ...

Tracking her spending before retirement gave Clark the info she needed to build a realistic budget that she could live on. “I’ve tracked my income and spending in the same spreadsheet for ...

Retiring can be an intimidating step, no matter what age you are. Stretching a limited income to cover all your expenses is tough. But Eleanor Clark has figured out how to live comfortably on ...

The White House has made it clear that Social Security and Medicare won't be affected by a proposed federal funding freeze. This freeze appeared to be off the table, after the initial OMB memo calling ...

making it an excellent additional retirement savings vehicle. I recommend getting ahead of the game right now by using a spreadsheet to track tax-related information throughout the year.

You can reach your financial goals, like retirement, a new car, or a trip if you have a budget. Setting clear goals and breaking ... Make it a habit to check your progress and make changes to your ...

Especially when combined with Social Security or pension income, this approach could support a retirement budget of $60,000 to $100,000 per year. For those who already own their home and live in a ...

Economic Hardship Reporting Project and Romper profile three people's varying uses of spreadsheets to figure if, when, and ...