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.

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

Life expectancy is improving, but the financial services industry remains "remarkably unprepared" for retirees living longer, according to a new white paper from Dunham & Associates Investment Counsel ...

Adding term plans to your financial strategy offers several key advantages: 1. Financial Security for Dependents: A term plan truly serves to financially fulfil your family’s needs. It provides for ...

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy ...

Estimating a client's life expectancy is a core part of retirement planning, but the ways in which financial advisors reach that projection can vary significantly from person to person. Some use ...

A rock-solid financial plan ensures that your assets are working to secure both your short- and long-term stability. Having a clear financial strategy also brings invaluable peace of mind, as it ...

The term "financial planner" evokes images of wealthy families in elegant mansions, supported by the passive income of a professionally managed fortune. In fact, most clients of financial planning ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...