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.
Surprise -- REITs do well in third quarter 2008. Same outcome for fourth quarter?
By David PortNot even a traditionally non-correlated asset such as the real estate investment trust could escape the recent market bloodshed. The REIT market overall was down...
December 18, 2008
Care in a crisisQ. Given the economic crisis, many baby boomers believe they will be unable to pay for long term care insurance if they ever needed it...
December 17, 2008
403(b) compliance extension eases headaches for plan sponsorsAs the IRS has extended the 403(b) plan document compliance deadline, this gives plan sponsors an opportunity to rethink how their retirement plans are structured,...
December 16, 2008
Life insurers see continued ratings downgradesU.S. life insurer losses continue, and so will ratings downgrades, according to the Associated Press. This means continued volatility for stocks. The AP cites a research...
December 12, 2008
Businesses, seniors see pension relief through new legislationCongress approved legislation yesterday that will relieve businesses of making required contributions to their pension plans in the coming year. The plan will save billions...
December 11, 2008
A change of (retirement) plans39% -- Percentage of boomers with retirement savings who have altered, or plan to alter, their savings strategy due to the economic downturn. 43%...
December 11, 2008
Boomers have specific expectations for new homesBoomers say it would be ideal to stay in their current home forever, but most are facing the reality that they will need to move...
December 10, 2008
Boomers like to buy brand namesThe Hallmark Channel and The Nielsen Company have teamed up to examine the spending power and brand loyalty of American baby boomers. Here's what they...