If you like to keep your budget in a spreadsheet, ChatGPT can help you move your newly created budget there. Once you’ve used ...

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

Are you looking for help to maximize Social Security benefits or tax-efficient withdrawal strategies or building a portfolio or a full-blown retirement financial plan? Remember, your situation is ...

You can cut the cost of retirement planning by doing it yourself. But for something this important, it might be wiser to call ...

Set Joint Financial Goals: Create a list of short-term, medium-term, and long-term goals. Some examples include saving for a vacation, buying a home, or planning for retirement. Regularly revisit ...

Start with an Honest Conversation: Begin by discussing your current financial situation, including income, expenses, debts, and savings. Be honest and transparent—this builds trust and sets the stage ...

Keep reading to find out how to catch up on your retirement planning. Planning is easier when you have a specific goal in mind, so a good first step is to figure out how much catching up you need ...

I am remarried; my first wife passed away. Upon remarrying, we have no prenuptial agreement. I have a good amount of money ...

Key Points It’s important for spouses to be on the same page with regard to retirement. Make sure to sync up on where you’ll ...

Being single may have plenty of benefits but it could leave you with a retirement shortfall. But even as a single person, ...

Our reporters and editors answer your questions. Join our live chats or ask a question in advance. Get advice: Carolyn Hax takes your questions about the strange train we call life. Find a dining ...

This underscores the need for intentional planning that goes beyond financial readiness. One of the biggest shifts in retirement is the loss of a structured routine. Establishing a new routine is ...