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Financial security in retirement is important, but it often takes a backseat to financial concerns that feel more pressing. As a CEO, I believe employers have a role in helping employees be more financially savvy through educational offerings and by offering 401(k) plans with a matching contribution.

I shared some of my top tips for managing your personal finances with the US Sun — here’s the most important one that a lot of people ignore. Make a list, create a budget, and look at all of your expenditures. If you don’t know what your money is doing, it’s going to be hard to get (or stay) on track.

Not everyone knows how to start saving for their retirement. It’s a big, possibly far-off goal, and you might need some motivation to start working toward it. If that’s your situation, here’s some information that might help you out.

Not sure how best to set yourself up for financial success? I recently shared some tips with CBS 12 in Jacksonville, Mississippi. My top five? 1: Carry large bills. 2: Use credit cards that give you rewards. 3: Buy discounted gift cards. 4: Buy marked down clothes in January. 5: Check your credit report.

Budgeting is one of the simplest steps available for your financial planning success. Here are some ideas I shared for balancing your holiday gift shopping with a budget.

As we get closer to the end of the calendar, it’s a natural time to work through a year-end financial planning checklist. Finances are often top of mind at this time anyway, with the holidays bringing increased spending on gifts and entertainment. Take some time before the ball drops to run through a year-end checklist […]

If you have pre-existing conditions and you want to apply for life insurance, don’t worry. As I shared with Business Insider, there are options available for individuals with conditions like diabetes, cancer and more.

How can you help manage financial planning for your aging parents? When should you start having those conversations? I joined FOX 5 Las Vegas to share some tips dealing with this sensitive subject.

It’s a big question for many: Do I have to pay taxes on a life insurance payout? I joined Ronda Lee of Business Insider to bring some clarity to this question.

It’s always helpful to find a tax break, so many people have the question, “Are life insurance premiums tax deductible?” In most cases, they aren’t — but I share with Business Insider a few instances where you can write off your life insurance premiums.