Two new solutions aim to help employees pay off their college debt and plan for health care expenses in retirement. Independent investment adviser Financial Engines has launched a College Expense ...

Carolyn was an administrator at a local college, and was planning to retire in one year. She was feeling good about the decision. She estimated her retirement expenses to be $4,000 per month, or 20% ...

Opening a 529 plan to save for your child’s college expenses can be a great way to build savings while reaping tax benefits. Some of the benefits of a 529 plan include tax free growth and tax free ...

Tracking your expenses is key to developing and maintaining a financial plan. Whether you’re paying off debt, building an emergency fund, or planning for retirement, monitoring your expenses gives you ...

Having a good handle on essential expenses during your retirement journey is critical to building a dependable retirement plan. Some of these expenses may change over time as you move through your ...

The purpose of a 529 plan is straightforward at first glance: to provide families with a tax-advantaged account for future education expenses. But not all education costs are eligible. How Can I Use ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

One of the keys to successful retirement planning is consistent savings. Setting aside a certain amount of money each pay period or each month helps you build a strong savings habit, and the earlier ...

My daughter (only child) just started her senior year of high school. When she was born, I opened a 529 plan for her. I now have about $60,000 in the account. I mentioned to a friend that after all ...

Whether by choice or circumstance, some folks are going to retire alone, and that can add unexpected and unique expenses for which solo retirees should plan accordingly. Avoid money mistakes by ...