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 ...

A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what ...

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

Gen X, which includes more than 65 million Americans, entered the workforce during a major shift in the U.S. retirement landscape. Employer-funded plans such as pensions gave way to employee-funded ...

Both sides of the aisle expressed interest in more choices for  annuities in retirement plans, but only Democrats pushed for ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower today expressed strong support for a new executive order directing the Department of Labor (DOL) to reevaluate guidance around alternative asset ...

The more prudent move is always to plan for the worst-case scenario” (1). On that note, consider Don, a 66-year-old recent ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these ...