Many options are available when planning for retirement. Two popular options are life insurance retirement plans (LIRPs) and indexed universal life (IUL) insurance. Both offer a blend of life ...

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 ...

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 ...

Managing your finances in retirement can be surprisingly tricky. After all, in 2021, the average income for individuals 65 and older was $55,335 per year, according to the Bureau of Labor Statistics ...

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.

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

As of the writing of this column, there are 14 states that have enacted legislation requiring certain employers to offer a retirement savings plan to their employees. These are plans for employers ...

Retirement planning in 2025 has to look ahead to how today's decisions will affect your wealth in 2026 and beyond, especially ...

Having a comprehensive healthcare plan well in advance can help to prevent unexpected healthcare expenses from eroding a client's nest egg.

Learn how whole life works, the types of policies and who can benefit from this permanent life insurance Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. If retirement is on your horizon for 2025, now is the time to prepare. A ...

Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With ...