Life insurance can boost a retirement plan and provide tax-advantaged growth, but clients must understand the product.

Older Americans told BI they regretted not preparing well for retirement. We talked to financial planners about how young ...

2. For Achievement of Long-Term Financial Objectives: Invest in a savings plan if the target is to save money to achieve certain milestones, like the education, marriage, or retirement of your child.

Life insurance might seem like an unnecessary expense, but having it can grant you peace of mind, especially if you have ...

Whatever your situation, you’ll need to answer “yes” to these seven questions if you want to retire in 2025. Commercial real ...

Answer: The affordability of long-term care insurance worries many retirees and pre-retirees. A financial plan should account ...

A life-insurance policy — which people can buy ... have to transfer ownership of assets like a house, credit card, retirement account, or loan to themself or another family member.

Others regret not outlining a will, skipping a life-insurance policy ... I wish I would've saved money for my retirement years," one survey respondent wrote. "I hate living without my husband ...

This year’s findings revealed a growing preference among women for risk-based financial products, motivated primarily by ...

Others regret not outlining a will, skipping a life-insurance policy, or not building savings before their spouse's death: "Having been widowed twice and left with three girls to raise alone, I wish I ...