Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

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 ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

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 ...

An Amherst town justice and his spouse will receive lifetime health insurance after he retires even though it goes against a town policy that has been in place for 18 years. The Amherst Town Board ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...