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.
10 Best Markets for First-Time Homebuyers: 2024
By Michael S. FischerNew buyers may have their best luck in some unexpected places, Realtor.com research suggests.
January 16, 2024
Working-Age COVID Hospitalization Rate Rises 5.5%Weekly counts increased by more than 15% in several states.
January 16, 2024
Ken Fisher Can't Have It AllFisher famously hates annuities, but there are times when they are clearly in clients' best interest.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
More Than Half of Americans Want to Retire Gradually: SurveyGen Z anticipates leaving the workforce at 55, according to Principal Financial's Well-Being Index.
January 07, 2024
Navigating the Great Wealth TransferOnly 13% of young investors plan to use their parents' financial professionals.
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.