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.
Saving Grace
By Marlene Y. SatterTommie Monez of Focus Wealth Management in Middleburg, Virginia, is keeping an eye on current conditions in the insurance industry on behalf of two of...
May 28, 2009
Financial industry popularity at all-time lowHonestly, is anyone surprised? But investment house pain is insurance company and financial advisor gain. A new survey from Forrester Research finds more clients trusting...
May 28, 2009
Boomer retirement has executives worriedBoomers, although many plan to work longer, are not going to be in the workforce for much longer - and that reality is increasingly worrisome...
May 28, 2009
A loser of an estate planning legacyA little reminder of the need for insurance reviews in client meetings. Low interest rate environs aren't good for boomers using life insurance to cover...
May 28, 2009
Early retirement surge underwayYou read the headline right. In a scary development, the Social Security Administration reports a surge in benefit claims due to the economic downturn. We...
May 28, 2009
Duck and cover democratsThey just don't get it. I know; I'm beginning to sound like an old crank waving his fist and yelling at the damn kids to...
May 22, 2009
Investment management compliance during a market crisisThe Investment Adviser Association, ACA Compliance Group, ACA Insight and Old Mutual Asset Management released the fourth annual Investment Management Compliance Testing Survey this week. The...
May 22, 2009
New Treasury rule allows 401(k) flexibility for small businessesThe U.S. Treasury is providing more flexibility to small businesses facing financial distress. New rules will allow those businesses to suspend contributions to safe harbor...