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.
The Affluentialist: Why The Affluent Need LTC Insurance
By Lewis SchiffSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
April 30, 2009
FRC study: Mutual fund inflows will bounce backFor the next several years, mutual funds will garner annual net flows between about $130 billion and $180 billion, the low-to-mid range of where they...
April 29, 2009
Good news? P/C profit falls 96 percentIt isn't sexy, but who cares? A bright spot in an otherwise ailing insurance industry -- property/casualty. "Compared with life insurers and many other financial-services companies,...
April 29, 2009
NAIBD beefs up programs to meet growing interestIn response to a surge of interest in the independent advisory business, the National Association of Independent Broker/Dealers (NAIBD) says it's bolstering its independent broker/dealer...
April 29, 2009
Rolling the disability diceSeriously concerning. If boomers fall ill and can't work, they'll rely on friends and family, tap savings or use a credit card to get by,...
April 24, 2009
Retirement org defends 401(k)sEmployer-sponsored retirement plans have been under lawmakers' radar recently, especially in regard to 401(k) fees, their ability to allow unbiased investment advice, and their strength...
April 23, 2009
Slump keeps boomer homeowners from movingStagnant moving rates and continued plummeting home sales indicate boomer homeowners aren't going anywhere anytime soon. Fitch Ratings estimates home prices will fall an additional 12.5...
April 22, 2009
U.S. employers to stem cost-cutting measures, survey findsCost-cutting measures like layoffs, and hiring and salary freezes at U.S. employers might have finally peaked, according to a survey from consulting firm Watson Wyatt....