A life insurance retirement plan offers a different set of benefits than other retirement account options, but they come with ...

We break down the tax implications, advantages and downsides of using your cash value to supplement your retirement savings ...

Life insurance isn’t exactly the most exciting part of financial planning, but it’s one of the most important. For many people heading into or already in retirement, it becomes one of the most ...

The new platform, which links Alliant's institutional retirement plan with individual wealth management, will be led by ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

Healthcare in retirement has become the single highest cost Americans cannot reliably predict, and the anxiety around it is ...

Separation does not automatically cancel life insurance policies, but your rights and benefits depend largely on who owns the ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...