Life Planning Strategies

Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.

Life Insurance

Help Kids Save for All Possible Futures: Fabric CEO

By Allison Bell
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near Retirement

December 21, 2023

How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near Retirement
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 Act

December 20, 2023

Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 Act
Procrastinator's Guide to Year-End Tax Savings, 2023 Edition

December 20, 2023

Procrastinator's Guide to Year-End Tax Savings, 2023 Edition
Americans Over 70 Hold More Than 30% of the Country's Wealth

December 20, 2023

Americans Over 70 Hold More Than 30% of the Country's Wealth
13 States That Don't Tax Retirement Income

December 19, 2023

13 States That Don't Tax Retirement Income
Senate Confirms O'Malley as New Social Security Commissioner

December 19, 2023

Senate Confirms O'Malley as New Social Security Commissioner
Older Americans Now Earn Almost as Much as Younger Workers

December 18, 2023

Older Americans Now Earn Almost as Much as Younger Workers