Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

You don’t have to choose just one. Life insurance and Roth IRAs can work in tandem to provide retirement income.

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. We ...

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn't always obvious. Some coverage becomes less necessary ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

Amy Danise is the former managing editor for the insurance section at Forbes Advisor, which encompasses auto, home, renters, life, pet, travel, health and small business insurance. She is a highly ...