Planning stages

  • golfing, bunker sand trap, golfer stuck in sand, retirement, older people, golf

    In 49 of 50 states, workers aren't saving enough to maintain their pre-retirement lifestyle. Can you avoid harsh cuts?

  • By borrowing from your 401(k) retirement plan, you are missing out on opportunities for your money to grow substantially over the long haul.

  • Baby boomers are not as prepared for retirement as they should be, but Gen X and millennials face the biggest future financial threats.

  • Calculator finance accounting

    Don't rely on the $1 million benchmark for retirement savings. You might need more—or maybe less.

  • Diversifying assets by taxability is important in building a financial planning strategy to last through working years and into retirement.

  • Start preparing for your retirement at least six months before you tell anyone at your office you are leaving.

  • Tasks to complete with your employer before your last day or work.

  • Six Tips for Boomers Looking for Work

    If you're a Baby Boomer, the biggest challenge in looking for work may come with reimagining your career. You don't have to completely reinvent yourself, but you may have to adapt to a new environment.

  • Reform Pension Systems or Pay the Price, Report Warns

    Many over-40 workers — the Generation X and baby boomer generations — are plotting their career options as they bear down on retirement age.

  • Will 'Fiscal Cliff

    Financial reform proposals for Social Security are in two major deficit reduction packages, as well as on a number of mental lists of major players.

  • Think Magic Numbers (Plural!) for Retirement Savings 

    Focusing on milestones along the way, rather than simply on the final mark, may be an easier way to wind up with the money your need.

  • New IRS Rules Help Retirement Savers Catch Up

    Whether you're a baby boomer or a member of Generation Y just beginning your career, building your nest egg should get a little bit of a boost thanks to  new contribution limits for 401(k)s and IRAs

  • New Retirement Calculus Gives New Life to Tricky Annuities

    For years, Americans found a lot to dislike about annuities, calling them complicated and expensive. Though some experts say not that much has changed about the insurance product, fundamental changes in the average American's financial outlook have given new life to annuities.

  • A Smart Start to Retirement Investing

    The decisions you make with your portfolio during the early years of retirement will set the stage for whether your savings will be sufficient to maintain a comfortable lifestyle.

  • Among the fires that President Obama must fight immediately in his second term, Social Security reform isn’t in the mix. But if the president studies past administrations — and aims to enhance his legacy, as presidents do — Social Security may well rise to the top.

Return on Retirement

Latest Special Reports

  • Financial Advisor speaking with client

    Tools for investors and financial advisors on how to grow wealth, meet financial goals, and make smart investments.

  • CNBC's tenth annual study measures all 50 states on more than 60 different metrics.

  • A look at 50 private companies set to reshape the business landscape.