Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

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 ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...

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 most notable addition to the plan is the Premium Offset feature, which reduces the direct premium-paying burden over time ...

Many people brush off life insurance as something people buy out of fear or obligation; an unnecessary monthly expense for a ...