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How do you feel about preparing for retirement? Discover from our joint survey with Forbes how the results may affect the way you plan.

Rolling over tax-qualified retirement assets into an annuity may help you achieve your retirement goals and can bring other benefits to your savings plan.

Here are four common biases to be aware of as you plan and dream for your ideal retirement.

You鈥檝e saved enough to leave money to your heirs, but how can you be sure they鈥檒l use it wisely? Consider these strategies for protecting your legacy and ensuring the funds you leave behind will be used wisely.

Here are six ways to improve your financial literacy and money management skills to help achieve your short- and long-term goals.

If you鈥檙e holding on to excess cash, you could be limiting your future earning potential.

Four things to avoid when filing your taxes to help get your refund on time. 

Learn how age, taxes, inflation and earnings can affect the Social Security benefit amount a person could receive at retirement.

Here鈥檚 why more women are living with a roommate in their retirement years.