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 expectancy is increasing. If you're close to retirement age, here's what you might want to spend your time doing, and ...

Life insurance should be a part of many people's retirement plans. However, it should never be your entire retirement income strategy. There is an array of people pitching crazy tax-planning ...

There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, or otherwise stay professionally active.

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 ...

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 ...

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

This guide explains how life insurance needs change from youth to retirement. The key takeaway is matching coverage type and ...