Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn’t always obvious. Some coverage becomes less necessary ...

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 ...

Do You Need Life Insurance in Retirement? While retirement brings financial freedom, it also raises an important question: Should your life insurance coverage continue? As you approach retirement, you ...

Life insurance is commonly purchased to provide financial support for the policyholder’s loved ones in the event of an untimely passing. It acts as a legacy planning tool that can provide funds for ...

Living comfortably during your golden years heavily depends on your ability to set up sources of retirement income that will augment modest Social Security payouts. Establishing retirement funds such ...

With open enrollment season underway, many seniors now find themselves combing through their Medicare supplemental and health insurance options. Finding the right policy now can both improve coverage ...

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 ...