When choosing where to set aside money for retirement, you need to weigh your options carefully. You’re likely going from one main income source to multiple smaller income sources when you retire. You ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...

Many people sock money away in an IRA account year after year so they're able to retire with a nice nest egg. If you started funding your IRA in your early 20s and you're now, say, in your 40s, you ...

If you’re torn between getting a life insurance policy and investing in the stock market, an indexed universal life (IUL) policy can serve both purposes. This product provides a death benefit to your ...

Dear Michael: I read your column a while back and you were talking about taking qualified money – such as an IRA – and using this to buy life insurance. This policy would also pay for long-term care ...

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...

Currently, Bob is paying about $150 a month on his life insurance policy. However, if his wife inherits his 401 (k), he ...

You may want to add life insurance to your financial plan Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial ...

With added costs, confusing terms, and often vague guidelines, whole life insurance isn't always a safe investment, ...