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.
Expert's Corner: Time to Talk Insurance
By Tere D'amato, Tere D'amatoAs if you don't have enough on your plate--reevaluating client risk tolerance, rebalancing portfolios, developing plans to bring goals within reach--I am about to add...
July 29, 2009
Putnam to lower fees in pricing warPutnam Investments has announced proposals to reduce management fees on retail mutual funds and to introduce performance-based fees on other funds. The move is an...
July 29, 2009
SEC Ordered to Reconsider Annuity RuleFinding on July 21 that the SEC had "failed to properly consider the effect of the rule upon efficiency, competition and capital formation," the Court of Appeals for the District of Columbia told the SEC to reconsider Rule 151A.
July 29, 2009
Web site names best boomer townsBoomers are escaping pricey large cities for smaller, more affordable towns in order to beat the recession. According to bestboomertowns.com there are 21 towns in particular...
July 28, 2009
Housing market attempts a slow comebackGood news for boomer homeowners - while home prices are still relatively low, they aren't slumping. According to data through May of this year from Standard...
July 23, 2009
Not another boomer consumer studyTruth be told, we were skeptical of consumer research firm IRI's latest report on baby boomer buying habits. Yes, we know they consume like locusts....
July 23, 2009
The rise of longevity insuranceIs longevity insurance the real deal, or the insurance industry equivalent of New Coke? We'll let you decide. But The Wall Street Journal's Brett Arends...