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Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate benefits like Social Security and Medicare. Retirement planning means you’ll have to consider taxes, healthcare, your retirement budget and more. With $1.5 million in an IRA and two Social Security payments to rely on, a married couple should have some flexibility for retirement, but their individual circumstances and how they strategize can make a big difference in their quality of life. Here’s how to think about it.

At a time when social media is being pushed as the premier way to tap into a younger target market, insurance agents are finding that millennials and Gen Z highly value referrals from family members, friends and other consumers.

Outdated, inefficient, and imprecise — these three words aptly describe the traditional approach to client acquisition in retirement planning.

Investing in gold can have a positive impact on your portfolio. After all, gold offers diversification value and protection from market risks, which can help improve your risk-adjusted returns. But, that’s only if you make the right decisions when investing in the commodity.