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 ...

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

Life insurance is commonly purchased to provide financial support for the policyholder’s loved ones in the event of an untimely passing. It acts as a legacy planning tool that can provide funds for ...

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 ...

Living comfortably during your golden years heavily depends on your ability to set up sources of retirement income that will augment modest Social Security payouts. Establishing retirement funds such ...

The retirement savings gap and the increasing need for long-term care as the population ages are problems the U.S. cannot afford to ignore. That was the word from panelists during the Employee Benefit ...

A certified financial planner breaks down the seven tiers of retirement and how to manage them, from investing to debt ...

Planning your own retirement date can involve a lot of other people. This sort of question never came up in retirement planning in years past: Should you consider your children's healthcare-coverage ...