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 insurance in its basic form is a death benefit to provide financial security to loved ones, those you care for or who are dependent on you — a way to instantly provide financial security. However ...

Using a life insurance policy with a cash value can provide another income stream during retirement. However, this is a more complex form of retirement saving that you’ll want to approach carefully.

Please provide your email address to receive an email when new articles are posted on . A benefit of nonqualified plans is the flexibility they offer in terms of participation. In many states, cash ...

The Setting Every Community Up for Retirement Enhancement (or Secure) Act has made IRAs a less convenient vehicle for estate planning, sending advisors looking for other tax-friendly ways to pass ...

Planning for retirement is one of the most important financial steps you can take. After years of hard work, you want to ensure your golden years are comfortable and worry-free financially. This is ...

This guide explains how life insurance needs change from youth to retirement. The key takeaway is matching coverage type and ...

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.