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 ...

So you're thinking about retirement - but are you asking yourself the right questions? How much do you have saved? How much do you need, and when do you need it? Are you on track for your goals - or ...

Life insurance is a contractual agreement between an individual (the policyholder) and an insurance company. Under the ...

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 ...