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.
Boomers find fiscal responsibility
By Staff WriterAs we mentioned a few weeks ago, boomers are finally getting fiscally responsible -- just in time to screw everyone else. Cutbacks in spending by...
August 31, 2009
Boomers wrong on health costsAccording to a new survey, Americans are dramatically underestimating their retirement health care costs and insufficiently planning as a result. The July survey of something called...
August 31, 2009
Conservative moves hurt near-retireesRecent data suggests 401(k) investors are reacting to stock market declines by plowing money into conservative investments such as stable-value funds. But a new study shows...
August 31, 2009
Tax-deferred plan limits may dropAs Market Watch's Robert Powell notes, it's starting to seem like retirees and those saving for retirement can't catch a break. "First comes news that there...
August 31, 2009
Advisor confidence bounces backIn August, advisor confidence in the economy and the stock market increased, according to Rydex|SGI AdvisorBenchmarking. The Advisor Confidence Index (ACI) -- a benchmark that...
August 20, 2009
New opportunities for life insuranceWithout question, an extended recession is changing the way boomers see their situation, and therefore, the future. Long the keepers of an "endless optimism," they...
August 20, 2009
With a little help from my friends ...If some of your boomer clients seem ... off (or really hungry) in your next client review, there's a reason. Baby boomers are increasing their...
August 20, 2009
I was wrongFirst time in a while. Last week, I na?vely waded into the health care debate and got the Barney Frank treatment (no, not like that,...