Janet Kidd Stewart

Living on less than you expected in retirement? That's no reason to skip estate planning. A New York State Bar Association seminar for attorneys on estate planning for middle-class clients...

Garry Schneider, 62, didn't just go to some Shakespeare plays on his trip to Oregon. He went back to the theater the next morning to meet the actors and chat...

Steve Mercer spent 35 years with General Electric and Boeing, mostly developing executive talent jobs. Now, he's developing the math skills of a fifth-grader. Barbara Zavodny, a senior benefits manager...

Losing a spouse can paralyze survivors precisely when they need to be at the top of their financial game. "Some spouses feel the need to continue giving to charity and...

Retirees often take lump-sum pension buyouts if they get the chance. Despite the promise of a pension's lifetime of payments with little volatility, some people can't resist the big-dollar payout,...

With the recession pushing more Baby Boomers into claiming Social Security retirement benefits -- applications were up 23 percent at the end of July from a year earlier -- now...

By desire or economic necessity, jumping into a new career not long before retirement is increasingly common. But it's by no means easy. In addition to the usual obstacles for...

If you dreaded April 15 in your working years, retirement means three more dates to loathe. Quarterly estimated tax deadlines come up on or around the 15th of September, January...

Retiring this year? Time to clean house. Decades of clutter and a new pile of retirement paperwork make now a great time to streamline. Laura Leist, founder of Seattle-based Eliminate...

Q. I'm a single, 58-year-old teacher. I will have a guaranteed pension of $65,000 annually upon retirement in about eight years. I contribute 13.6 percent of my $75,000 gross income...