Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

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 ...

When assessing how much life insurance you need, take a systematic approach instead of relying on rules of thumb.

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

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn’t always obvious. Some coverage becomes less necessary ...

The most notable addition to the plan is the Premium Offset feature, which reduces the direct premium-paying burden over time ...

Many people brush off life insurance as something people buy out of fear or obligation; an unnecessary monthly expense for a ...

Learn how whole life works, the types of policies and who can benefit from this permanent life insurance Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

Life expectancy is increasing. If you're close to retirement age, here's what you might want to spend your time doing, and ...