The better prepared one is for retirement, the easier the transition will be from a financial perspective.

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The tragic shooting of a Brian Thompson, the UnitedHealthcare CEO, on ...

A new plan to solve Social Security’s funding crisis has been proposed by Democratic U.S. Senate candidate Zach Wahls. Wahls ...

Knowing your client is the foundation for a successful financial plan. Part of that process is to understand the client’s current financial positions, including the amount of money the client (and ...

Financial advisors have long understood the importance of Social Security in their clients’ retirement plans. Now, an increasing number are using sophisticated strategies for optimizing those benefits ...

Healthcare and school campuses serve as societal keystones, centers of learning, healing, and community. As such, they face unique security pressures, from cyberattacks that could compromise patient ...