The benefit of a pension plan is the guaranteed income it provides during retirement. Find out how pension plans work and how ...

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 ...

Learn how split-dollar life insurance works, including plan types, agreements between employers and employees, and essential ...

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.

WASHINGTON (7News) — Jacqueline Schadeck of Golden Wealth Strategies discusses how Life Insurance policies can help build your retirement strategy. Most believe life insurance is used only in the ...

Compare IUL vs 401(k) to find the right retirement strategy for your goals. Learn the pros, cons and how to combine both for ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

Guardian reported that many retirees and workers are taking a close look at their planning strategies. Twenty percent of surveyed retirees said they have regrets about past planning, and workers ...

Discover how to optimize your financial situation by combining health insurance, aligning retirement accounts, and merging ...

You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that might cause it to fail. A retirement plan is only as good as its ...

The role of the office has changed dramatically, with many employees working outside traditional office spaces in hybrid and remote settings. Yet, even with the increased flexibility of off-site work, ...