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 ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?

Retiring with a pension in 2026 puts you in a rare position. Less than 20% of Americans have traditional defined-benefit ...

Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

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 ...

The three-legged stool of retirement planning has grown a bit wobbly over the years as fewer workers can rely on a pension during their post-employment years. But research has found that incorporating ...

When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.

From CIT access in 403(b) plans to alternative investments and tougher fiduciary expectations, retirement head sees a true ...

When Austin Dean started taking classes to earn his various financial advisor certifications, he didn't fully buy into the curriculum. It revolved around more traditional financial wisdom, such as ...

Kevin Jestice, in his new role of president of Nationwide Retirement Solutions, says his strategic vision for the group ‘is ...

The financial cost of care for retirees has gotten higher than ever, with new research from Fidelity Investments indicating Americans are ill-prepared to cope with the financial toll of medication, ...

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 ...