Some investments work wonders during the "wealth accumulation" phase of your life. But as you near and enter retirement, your ...

Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

Take charge of your retirement by resolving to make robust plans for your health, financial security, and fulfillment in 2026 ...

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 ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for retirement, there’s unfortunately no guarantee that your nest egg will last as long ...

Jessica Gibson is a content update editor and writer for Investopedia. She has over 10 years of experience in digital publishing and three years of experience covering financial topics like insurance, ...

Firm aligns with Apollo, Franklin Templeton, Goldman Sachs, Neuberger Berman, PIMCO, Partners Group and Sagard Nation’s second largest retirement plan provider opens private market investing to its 19 ...