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 ...

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 is a contractual agreement between an individual (the policyholder) and an insurance company. Under the ...

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 ...

Managing your finances in retirement can be surprisingly tricky. After all, in 2021, the average income for individuals 65 and older was $55,335 per year, according to the Bureau of Labor Statistics ...

For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it.

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

Take charge of your retirement by resolving to make robust plans for your health, financial security, and fulfillment in 2026 ...

A portfolio of U.S. TIPS can serve as a “more flexible but still relatively safe” alternative to annuities, Merton says. TIPS ...

Common Medicare myths can trigger lifetime penalties and higher costs. Learn the truths about eligibility, enrollment, ...