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 ...

Retirement planning in 2025 has to look ahead to how today's decisions will affect your wealth in 2026 and beyond, especially ...

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 ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, ...

Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.

Point Of View: Nine out of ten clients want something we don't generally provide. Consider the impact of firms bringing peace of mind and guarantees to a retiring age wave—and reshaping the future of ...

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

Advisory business leaders working to bridge retirement plans and wealth services agree it’s still early days, but the market may be speeding up. A panel of business leaders working to bridge plan ...

Manulife John Hancock's new index measures retirement readiness across eight domains, moving beyond traditional ...

Advisors integrating retirement plans with wealth management achieve 52% gross margins, outperforming retirement-only ...

Declining returns on property are prompting China’s affluent to diversify their investments, including high-value insurance policies and gold.