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.
Conservative moves hurt near-retirees
By John SullivanRecent 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 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,...
August 20, 2009
Boomers to opt-out of Canadian systemA bit of news north of the border about their health care system, which only adds to the debate furor in this country. Baby boomers...
August 20, 2009
From Obamacare to long-term careAs the public debate over health care reform continues, another proposal - make that three - to reform long-term care has surfaced. Earlier this month,...
August 19, 2009
Couple sues AIG for Madoff losesTwo investors are suing AIG for failing to honor a fraud protection provision in their homeowner's policy after they lost money to Bernie Madoff, Dow...
August 18, 2009
Older boomers more likely to binge drinkA recent survey found older boomers are drinking more than they should be. According to The National Survey on Drug Use and Health, 22 percent...