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 ...
After years of serving the federal government, it’s time for federal employees to reap the many unique rewards a federal retirement plan offers. Retirement preparation is hard for everyone, but ...
Retiring from federal service is a major life milestone—but let's be honest, the process isn't exactly crystal clear. With more federal employees choosing early retirement through programs like VERA ...
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 ...
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 ...
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 ...