A holistic financial plan goes beyond—here’s how to approach it.

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 ...

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

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 ...

Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.

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 ...

Retirement planning in 2025 has to look ahead to how today's decisions will affect your wealth in 2026 and beyond, especially ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything ...

Having a comprehensive healthcare plan well in advance can help to prevent unexpected healthcare expenses from eroding a client's nest egg.

For millions of Indians, retirement is no longer just about their own old age. It also has to carry the financial weight of ...