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 ...

As of the writing of this column, there are 14 states that have enacted legislation requiring certain employers to offer a retirement savings plan to their employees. These are plans for employers ...

VestGen Wealth Partners is introducing a dedicated retirement plan division aimed at supporting employers and participants with institutional-caliber fiduciary guidance and deeper engagement. Designed ...

With financial advisor-managed accounts expanding by the trillions of dollars, annuity issuers are pitching an insurance strategy designed to reduce the risk of outliving retirement savings.

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 ...

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 ...

Among the many issues you are likely to confront when considering a 2025 retirement is whether and when you need to take action regarding health insurance for you and possibly, if you are married, ...

NFP has appointed Jessica Espinoza and Stephen Jans as national practice leaders for its retirement advisory and wealth management businesses, respectively, as the firm refocuses on the middle market ...

Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc., recently released key findings on how retirees and financial professionals perceive healthcare risk ...

President Donald Trump’s administration is “seriously” considering rolling out an Australian-style retirement plan for Americans in an attempt to boost the U.S. birthrate. Trump said Tuesday that his ...