We break down the tax implications, advantages and downsides of using your cash value to supplement your retirement savings ...

What’s Changed About Life Expectancy—and Why It Matters People are living longer nowadays. According to the Centers for Disease Control and Prevention (CDC), the average life expectancy at birth in ...

Ah, the golden years … nothing to do and all day to do it. Retirement is what you make of it, and everyone wants to make it rewarding. Sometimes, though, the early days prove a bit shocking — and it’s ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Retirement often feels like the light at the end of the tunnel — a ...

Readers respond to an article about staying mentally sharp in retirement. To the Editor: Re “Staying Sharp After Retiring Is Its Own Job” (front page, March 28): It’s not surprising to me that ...

Life insurance isn’t exactly the most exciting part of financial planning, but it’s one of the most important. For many people heading into or already in retirement, it becomes one of the most ...

Retirement is transitioning away from a one-size-fits-all milestone. As life expectancy increases, pensions dwindle, and an increasing number of Americans worry about outliving their savings, the ...