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 ...

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

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 is a contractual agreement between an individual (the policyholder) and an insurance company. Under the ...

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.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a time to ...

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 ...

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

The National Insurance Commission has highlighted microinsurance and digital platforms as holding the potential to drive the embrace of retirement products, especially in the informal sector. This was ...