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 ...

Discover how actuarial value determines cost-sharing in health insurance, affecting premiums and out-of-pocket expenses ...

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 ...

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 ...

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

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