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 ...

Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. Mira Norian / ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

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 ...

Do You Need Life Insurance in Retirement? While retirement brings financial freedom, it also raises an important question: Should your life insurance coverage continue? As you approach retirement, you ...

Do You Need Life Insurance in Retirement? While retirement brings financial freedom, it also raises an important question: Should your life insurance coverage continue? As you approach retirement, you ...