With so many critical decisions coming up, these tips from Merrill can help you plan for the next steps in your financial ...

Retirement planning checklist: Just get started No pressure, of course. But navigating this stretch is easier said than done as you juggle work, saving, investing and helping the kids leave the nest.

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments or withholdings are in line with your actual tax liability. Especially in ...

The retirement age is between 65 to 67 years old, according to the Social Security Administration. Knowing when to retire, however, is not an overnight decision. Planning allows you to have a ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your income plan. This means you should assess your tax exposure, make sure your ...

Whether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve likely thought about the cost of retirement.

While you might equate open enrollment with health insurance, it’s also a good time to tinker with other employee benefits such as those affecting your retirement. Every year, typically in the fall, ...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving ...

Three months seems like a long period of time, but it can speed past in the blink of an eye, especially if you’re talking about this action-packed fourth quarter. Between now and year-end, we’ll be ...

Many Americans dream of retiring early — and with the right planning, they can make it a reality. While retiring before the traditional age of 65 isn’t easy, it’s certainly possible with a disciplined ...

Planning for retirement can feel a bit like carefully threading a needle. You want to stop working young enough to enjoy your retirement while also stopping late enough that you don’t end up in a ...