Hold The Champagne
By Arthur D. PostalConfirmation by the incoming Obama administration last week that it will support maintaining the estate tax going forward at the same level it is scheduled to be for this year, is good news for the life insurance industry.
January 16, 2009
Target-date fund performances hit highs and lows in 2008Those who invested in target-date mutual funds might have come out of 2008 either unscathed or forced to delay retirement, according to the Associated Press...
January 16, 2009
For an extra edge, troll the tax codeWith so many clients losing so much in portfolio value in 2008, wouldn't it be a nice to be able to surprise them with an...
January 16, 2009
Boomers taking steps to stay healthyWhen it comes to offsetting health care needs, many boomers are taking action. Seventy-three percent of them, according to a survey done as part of...
January 16, 2009
Get creativeCreative pairings of HSAs with other benefits can result in better benefits and coverage, and can also set you apart from competitors. Here are three...
January 15, 2009
Boomers look for safe haven in annuitiesBaby boomers are turning to immediate annuities as a safe haven, according to CNNMoney.com. "We are getting some CD money and some that would be going...
January 15, 2009
Make volunteering part of your marketingOne way to increase your wealth is to spread it around a little. That's one of the ideas John Napolitano espouses in "Success as a...
January 15, 2009
Americans demand clarity, transparencyA survey of 1,214 American homeowners and investors conducted by Siegel+Gale found 84 percent are more likely to trust a company that doesn't use industry jargon in communications. Seventy-nine percent say a government mandate that
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