Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South ...

Many term life policies let you switch to permanent coverage, like whole life or universal life, without undergoing a medical exam. Your conversion window won’t stay open forever, so grab your policy ...

Term and whole are your two main options when purchasing life insurance. For older adults, though, many assume term life insurance is the only choice. And while its lower price and shorter duration ...

In the realm of personal finance, a myriad of strategies and tools are available for individuals to amass wealth. However, not all of these strategies are as effective or beneficial as they may seem.

Life’s biggest milestones bring both excitement and new financial responsibilities. From getting married to starting a family, clients look to their trusted advisors not only for financial insights ...

Consider the case of John Doe, a well-to-do dentist who was advised to invest in a whole life insurance policy instead of paying down his high-interest student loans, contributing to an ...