The widening gap between life expectancy and financial preparedness creates a powerful opportunity for wealth managers to ...

There are two main types of life insurance: term life insurance and whole life insurance. Both options offer a tax-free death ...

Build long-term financial stability with 4 smart strategies designed to keep you on track, even when markets get rocky.

You needn’t choose between income drawdown and an annuity in retirement. What is a “flex first, fix later” approach?

LDDR provides a steady $8,333 monthly income per $100,000 investment, though part of this comes from the principal, not just ...

COLUMBUS, Ohio- A new study offers clarity on one of the most common questions asked of financial professionals: Is term or permanent life insurance right for me? “There’ s a lot of debate in the ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to do both together. Financial planning is all about creating a strategic, ...

The only 3 funds I’d trust with a buy-and-hold 'forever' retirement strategy. I share the underlying philosophy for building ...

If you no longer need a whole life insurance policy, you have options including cashing it in or borrowing against its value.

We recently published a list of 12 Best Tech Stocks to Buy For Long-Term Investment. In this article ... the tech sector might not be able to regain the leadership role. While Verrone’s stance ...

Being the premier life science ... of the investment style of stocks, bonds, or funds. Based on a series of inputs—including a company’s historical and long-term projected growth and its ...

These hurdles put traditional real estate investing out of reach for many. But that hasn’t stopped people from wanting in: Over 35% of Americans say real estate is the best long-term investment ...