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.
How to Talk to Clients Under 55 About Social Security
By Marcia MantellEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 04, 2024
IRS Clarifies Secure 2.0 RulesThe Q&A guidance addresses Roth contributions, auto-enrollment and terminal illness distributions.
January 03, 2024
Jamie Hopkins: 8 Big Retirement Lessons for 2024From contending with inflation to confronting greater longevity, retirees are grappling with a lot.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 26, 2023
Next Up: Medicare Advantage Open EnrollmentFrom January through March, clients with Medicare Advantage can make changes to their plan.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.