What Is Retirement and Disability Planning? Retirement and disability planning are two important aspects of financial planning that focus on ensuring financial security during retirement years and in ...

Deep material hardship among older Americans during the Great Depression was the main catalyst for the creation of the Social Security program. Hardship, however, continued for many years despite the ...

This is a sponsored column by attorneys John Berry and Kimberly Berry of Berry & Berry, PLLC, an employment and labor law firm located in Northern Virginia that specializes in federal employee, ...

If you’re living in Arizona and can no longer work due to a disability, you’ve probably heard about Social Security disability benefits. But here’s the thing that trips people up: there are actually ...

A new report revealed a 13-point gap between women and men in retirement confidence, underscoring how competing financial ...

Explore retirement plan forfeitures, their causes, and tax implications, with strategies for minimizing forfeitures and ...

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial support for a grandchild with a disability.

Federal benefits look stable, but retirement can reveal hidden risks. Learn where plans bend, where they break, and how to ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

The Trump administration is preparing a plan that will make it harder for older Americans to qualify for Social Security disability payments, part of an overhaul of the federal safety net for poor, ...