I ran across the following checklist at Morningstar, which does a great job of breaking down some key issues to think through when one starts planning for retirement. In truth, these are the steps we walk all of our clients through when it comes to retirement planning. We find it definitely helps them to think through all of the important variables and tackle these tasks in a logical sequence...

When it comes to saving for retirement, my motto has always been, “Save early, save often.” Beyond that, here are some other great tips to follow that CNN Money compiled recently. From Millennials to Baby Boomers, the article touches on some key things to keep in mind for retirement savers of all ages...

Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession.

Near-retirees who are out of work or underemployed have probably reduced, or eliminated, retirement plan contributions. Perhaps they've tapped savings accounts to meet living expenses...

The Supreme Court issued a ruling late last week that has major repercussions for IRA account holders, specifically those who inherit IRAs.

When an individual files for bankruptcy, any savings he or she has managed to accumulate in retirement accounts are usually protected from the reach of creditors. However with their decision on June 12, 2014, the high court removed this protection for inherited IRAs...