Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these financial strategies to maximize your estate.

Comprehensive long-term care planning is about creating options. When you address these needs proactively, you maintain control over your choices and preserve your family's financial future. When most ...

Most people who build investment portfolios for their financial objectives concentrate on stocks alongside bonds, real estate, and mutual funds. Many overlook how life insurance with savings features ...

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 ...

Just as many clients expect advisors to go beyond basic investment management and provide help with complicated matters like taxes and trusts, many are now also demanding advice on insurance.

Young entrepreneurs chase growth, but growth means nothing if the foundation collapses. Before optimising returns, secure your base. A protection-first portfolio starts with term insurance, pure life ...