If recent market swings have left you second-guessing your retirement strategy, you’re not alone. Many high-net-worth retirees and near-retirees are feeling the effects of ongoing volatility—and wondering if their plan is still on track.

If you’re nearing retirement—or already there—you may be wondering: Have I saved enough? Will my money last?

Losing a spouse is one of the most emotionally challenging experiences anyone can face. The overwhelming grief, coupled with the sudden responsibility of managing financial matters that your spouse may have handled, can feel insurmountable. In moments like these, fear and uncerta...

Turning 60 with $3M+ in assets is an incredible achievement that puts you in an enviable financial position. But it also marks the beginning of an important transition. You are entering a new phase of life where your wealth will fund your lifestyle, support your loved ones, and s...

When planning for retirement, many people focus on how to save enough for their golden years. But what happens when you reach retirement and then live much longer than you originally anticipated? This is where longevity risk comes into play.