Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...

Many people brush off life insurance as something people buy out of fear or obligation; an unnecessary monthly expense for a ...

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 ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these ...

Currently, Bob is paying about $150 a month on his life insurance policy. However, if his wife inherits his 401 (k), he wonders if she would still need the insurance payout. They don’t have any kids, ...