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The company, which has nearly $30 billion in AUM, scanned $875 billion in deals during the four quarters ending 3Q25. That’s the highest number

Ready to retire? Here’s how to swap your ‘peak earnings’ mindset for a ‘preserve-plus-grow’ approach instead of relying on the old, risky 4% rule.

Waiting until 70 to claim Social Security could do your retirement finances a world of good. But if you don’t desperately need a boost

Here’s how to use those fears to come up with potential solutions. The first time I worked on a retirement plan, I was in

Dividend reinvesting turns a quiet stream of cash into a growing engine for long‑term wealth, which is exactly what most retirees and near‑retirees need.

Find out why a growing number of folks plan to delay retirement — and why many retirees are reconsidering their decision.

It doesn’t matter if you are someone looking to retire in the near future or someone who is just preparing mentally for what’s to

Budget before you hand in your retirement notice. Be sure to use the months leading up to retirement to run some numbers and determine

Financial planners say several of last year’s most effective strategies remain powerful ways to protect and grow your nest egg in 2026. Here are

If your full retirement age for Social Security is 67 and you file for benefits at 62, you’ll reduce your monthly payments by roughly