Many people think they don’t need life insurance in retirement, especially once the kids are all grown. Whether you’re approaching retirement or are already there, and are thinking life insurance ...

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 ...

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 ...

The two main factors that affect the value of your federal retirement benefit are your high-three average salary and your ...

Issues around financial security are deeply personal, especially when life shifts unexpectedly around you. For me, that moment came when my company relocated me from Hong Kong to New York City. My ...