Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

Tennis Wick is stepping down in August after 12 years at the helm of Permit Sonoma, which oversees land-use, code enforcement ...

Many Americans fall behind on retirement without realizing it. Learn four key mistakes to avoid, and how to fix them.

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

Portfolios have building blocks that determine whether family capital survives market shocks, tax‑code changes and ...

There are individuals who have accumulated huge amounts of money for retirementbut did not have a plan in place for managing ...

Retirement is something you and your spouse should work toward together. Get comfortable with each other's investing ...

Simple periodic rebalancing strategies outperform bucket strategies because they not only avoid selling equity at market ...

Social Security will replace only about 40% of your salary, on average. A solid financial plan will help you plug the gap so ...

Take James, for example. James is 45 years old and describes himself as financially responsible. He has an emergency fund ...

The Bureau of Internal Revenue released Revenue Regulation  15-2025 on April 29, 2025, clarifying and updating the tax rules ...

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement ...