Starting your investment journey at age 40? Discover practical catch-up strategies, tax-advantaged tools, and compound math to secure your retirement.

Where you hold your investments is as important as what you're investing in. Here's how to optimize your asset location for a more tax-efficient retirement.

For America’s younger career professionals, retirement planning is no marathon; it’s a sprint.

From dividend stocks to annuities, there are plenty of ways to protect your retirement savings when the economy goes south.

Many surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.

A new survey finds many expect their retirement savings to dry up before they shuffle off the mortal coil.

The person who invented the 4% rule has been revising it ever since 1994. Your retirement plan should keep up too.

Working into retirement sounds like a solid safety net — until you see the statistics.

“Not yet” might be the most powerful career move. Jun 27, 2026 A client I’ve had for years recently retired. She had been thinking about stepping down for some time and had spent the last few years in an increasingly uncomfortable role. A once eager and positive person, she’d recently been reflective and even somewhat defeated when we spoke. “I know what they’re saying about me,” she repeated. “I know they’re saying that I should retire and that I’m too old to be doing the work I’ve always done.

Without a plan, a couple could end up draining their savings on medical expenses, leaving the surviving spouse with little for their own retirement.

Some of the most consequential changes to retirement rules are hidden in bureaucratic updates and announcements. Here’s how you can keep up.

Renting in retirement isn't giving up — for many downsizing homeowners, it can mean more liquidity, fewer surprises and a housing cost that actually fits a fixed income.

Downsizing can be financially savvy, but only if you don’t cut too deep.

Here are the steps you can take to mitigate the risk of an extended market downturn.

Most Canadians fall far short of their $1,700,000 retirement savings goal. Here’s how to benchmark where you stand — and what to do about it

Retirees can use this strategy to get decent returns while reducing capital risk.

Contemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.

Most advisors swear by one rule. Orman swears by another.

Average TFSA balances rise with age, but portfolio quality still matters most.

When you spend most of your working life saving for retirement, it can be hard to break those habits and spend your nest egg, experts say.