Editor’s note: "The Rule of 55" is part eight of an ongoing series focused on how to retire early and the FIRE (Financial Independence, Retire Early) movement. Part One is How to Retire Early in Six ...
Some folks spend their entire adult life looking forward to, and planning for, an early retirement. But surprises will inevitably arise.
Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...
Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.
The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.
I've had a hard time envisioning my own retirement. My husband, meanwhile, has been saving since high school, and we've ...
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I’ve been a retirement planner for 17 years—here are the 18 biggest mistakes most people make
These retirement tips from a certified financial planner will help you feel more secure in your retirement Retirement tips you can’t afford to miss No one wants to work until they die—and they shouldn ...
There's a new threat that could force Americans to scrap their early-retirement plans: skyrocketing health care costs. The enhanced Affordable Care Act (ACA) subsidies that expired at the end of 2025.
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