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 ...

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 ...

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.

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 ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted ...

You don’t have to choose just one. Life insurance and Roth IRAs can work in tandem to provide retirement income.

Life insurance isn’t exactly the most exciting part of financial planning, but it’s one of the most important. For many people heading into or already in retirement, it becomes one of the most ...

Indian middle-class households increasingly integrate life insurance into retirement planning, seeking dual protection and ...

Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

Throughout her career in finance, Gina has advised clients in the areas of investing, retirement planning, refinancing, debt ...