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.
Blacks, Hispanics, boomers hit hardest
By John SullivanAll midlife and older Americans have been feeling the impact of the recession. But the effects have been even harsher for African-American and Hispanic retirees...
October 12, 2009
Boomers lead small business boomAccording to a recent client survey by Guidant Financial Group, 80 percent of new small business clients are between the ages of 40-60. "In the...
October 06, 2009
The wealth transfer beginsAccording to Reuters, U.S. financial advisors are due for upheaval as baby boomers, controlling $10 trillion in assets, reach retirement age and shift their investment...
October 06, 2009
What will boomers do in retirement?Pat Cataldo, writing at Centredaily.com, has some interesting answers to the title question. The 55-plus population is planning to work longer, save more, and spend less...
October 01, 2009
They don't know what they don't knowThe message still isn't getting through, and boomers are in for trouble. A survey of over 1,000 adults between 40 and 70 found that while...
October 01, 2009
Did you steal my stapler?Individuals in different generations have trouble relating to one another. Is this news? It is if interferes in the workplace. Differences in communication style and attitudes...
October 01, 2009
Credit where credit is not dueAccusations of bullying tactics and misleading reports only hold, it seems, if Dick Cheney is involved. The big three are in the hot seat, and...
October 01, 2009
Don't worry, be happyIt's more than the title of an annoying song (very). Seems RIAs are getting their mojo back, and have a healthy outlook for the future....