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.
Goldman's unethical, amorphous blob
By John SullivanWhere does government end and the private sector begin? It reminds me of Ellen Ripley and the space marines stumbling upon the human/alien amorphous blob...
July 20, 2009
Advisors Unprepared to Help Clients With Alzheimer'sFidelity survey finds advisors feel lack of knowledge and resources on Alzheimer's
July 20, 2009
NAVA is now the Insured Retirement InstituteNAVA, the Association for Insured Retirement Strategies, is now the Insured Retirement Institute - or IRI. The association announced it is completely re-branding itself effective...
July 15, 2009
Foundation for Financial PlanningIn recognition of her good work, we made a donation to the Foundation for Financial Planning in Judy Seid's name. Jim Peniston, the Foundation's executive...
July 15, 2009
Survey: Grandparents leave billions to grandchildren in past five yearsAmerica's grandparents have handed over more than $370 billion to grandchildren within the last five years. And as the economy gets worse, they feel even...
July 09, 2009
States aid in purchase of long-term careColorado is the latest state to enter a private-public partnership program to encourage the purchase of long-term care. Such partnerships were established by federal...
July 09, 2009
Boomers drive entrepreneurial trendEconomists know that entrepreneurship will drive the economy back to health, but many people may be surprised to learn that the baby boom generation...
July 09, 2009
Have you hugged a boomer today?Thank boomers for periods of low market volatility? Actually, yes. As Newsweek notes, there was a glorious time between the mid-1980s and 2007 when inflation...