It’s not easy thinking about retirement. Making the right choices now may ease you into your golden years. Choosing a life insurance retirement plan plays a role in your long-term financial strategy.

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Life expectancy is increasing. If you're close to retirement age, here's what you might want to spend your time doing, and ...

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, or otherwise stay professionally active.

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

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 ...

Americans are cutting back on retirement savings in the current economic environment and fewer are optimistic about their financial future improving than last year, according to the Q4 2025 Quarterly ...

Life insurance should be a part of many people's retirement plans. However, it should never be your entire retirement income strategy. There is an array of people pitching crazy tax-planning ...