When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

A holistic financial plan goes beyond—here’s how to approach it.

You can check out our fuller look at health care costs in retirement, but in short, the categories you'll include in your ...

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 ...

Discover how actuarial value determines cost-sharing in health insurance, affecting premiums and out-of-pocket expenses ...

Managing your finances in retirement can be surprisingly tricky. After all, in 2021, the average income for individuals 65 and older was $55,335 per year, according to the Bureau of Labor Statistics ...

Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.

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.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

Having a comprehensive healthcare plan well in advance can help to prevent unexpected healthcare expenses from eroding a client's nest egg.