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.
12 Worst Tax States for High Earners
By Michael S. FischerPeople earning $150,000 in these locales have a state and local tax rate topping 10%, WalletHub found.
February 13, 2024
Older Investors Think They're Ready to Retire. Advisors Disagree.The disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.
February 13, 2024
What Life Insurance Offers the LivingYounger Americans need agents' help getting the message that coverage protects their income and their future.
February 13, 2024
Educate Clients About Intergenerational Wealth TransferUncertainty about lifespans has changed how it works.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
February 01, 2024
Jeremy Grantham Warns Investors to 'Be Quite Careful' as Big Risks LoomThe GMO co-founder tells ThinkAdvisor his 2024 market predictions and where to invest now.