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 ...

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.

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 ...

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

Research from T. Rowe Price found that individuals with a formal financial plan had two to four times more wealth when ...

One of the primary benefits of a retirement plan is that it helps you create a fund that supports you financially in your ...

In rugby, the game is divided into “three halves.” The first two halves are the official parts of the game that are played on the field. But the “third half” takes place when the game is over. Players ...

NASCAR star Kyle Busch and his wife, Samantha, recently said they lost more than $8 million after buying a life insurance policy that they claim was pitched as a “tax-free retirement plan.” ...

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.