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.
Commentary: Health care reform not complicated
By John SullivanHealth care costs are now approximately 17 percent of our gross domestic product and rising, writes Tom Fitz, president St. Mary's Health Care System, in...
October 13, 2009
Americans will work to age 69A new study from the MetLife Mature Market Institute reports that many Americans over the age of 55 plan to work at least until age...
October 12, 2009
Blacks, Hispanics, boomers hit hardestAll 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
A new retirement number?As Americans start to pick up the pieces after the stock market free-fall, people are more scared than ever, especially when it comes to retirement....
October 12, 2009
Baby boomer retirement: The news gets worseBaby boomers are tragically unprepared for financing their health and long-term care costs as they age. And some important new studies show their circumstances may...
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...