Watch Phil Capriotti on The Wealth Council!
Sundays @ 1PM on Fox Business
View >>
Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market
When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than
Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and
You won’t believe how much you can accomplish — and save — in just a few minutes Have 60 minutes to kill? You could spend it watching TV or playing games on
‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At age 60, he has
Surveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their lead. When her son Corbett joined the Marine Corps right out of
Retirement is a time to enjoy your golden years and live life to the fullest. But in order to do that, it’s important to start planning early. Retirement savings can be a
Baby boomers were never “average.” The generation wears uniqueness is a badge of honor. However, approximately 10,000 boomers turn 65 everyday. While we each have specific goals, ideas and financial circumstances, there
2025 may seem like a bad year to retire if you’re looking at the stock market alone. But that’s not the only consideration. It sure seems like a bad year to retire.
Helping friends or family shouldn’t mean hurting your finances Let’s face it: Money is tight for many people. And if you have loved ones in your life who are struggling financially, you
It’s not just inflation. Your bad habits may explain why you’re paying too much for groceries. Retirees living on fixed incomes have been feeling the pinch of rising grocery costs. Grocery prices
Discover steps to help you prepare for retirement Imagine this: After decades of hard work and dedication, you’re just 12 months away from the retirement of your dreams. Exciting, right? But hold
“Old age is always fifteen years older than I am.” —Bernard Baruch, American financier, investor, statesman and philanthropist One of the biggest fears people have is running out of money in retirement.
As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady
How changes in Social Security, Medicare, 401(k) contributions and more will affect your finances Retirement is not static. Even when the kids are gone and the career is done, your lifestyle and