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 ...

Your life insurance needs may change when you reach your retirement years. It's important to reflect and determine if you still need your life insurance plans.

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 ...

For high earners who have already maxed out their 401(k)s and IRAs, there is another vehicle for them to consider in growing their retirement savings: life insurance. “Assuming you are working with an ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful benefits while you’re living, like tax advantages and asset-building ...

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 ...

Life insurance is about protecting your family financially. While money can’t replace you, it’s important to have the right ...

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.