It might take some tweaking to get your budget right. The U.S. Department of Labor has a series of worksheets located here ...

Mitchell Shields, founder and certified financial planner (CFP) at Still Water Financial Partners in Huntsville, Ont., ...

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

Financial advisers say these books can show investors how to navigate volatility and keep a long-term perspective.

Getty Images For those who are ready to take the leap into budgeting, creating a spreadsheet from scratch isn’t necessary. You can save time and hassle by using a premade budget worksheet.

One Reddit user is in this situation. The poster has indicated being on track with her husband to retire at the very young ...

Some mistakes are common, like taking Social Security too soon, but several others can derail your retirement plan as well. Here’s what to watch out for.

When planning a retirement budget, the first step is determining your sources of income. For Clark, this consisted primarily of Social Security and withdrawals from retirement savings.