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.
June 09, 2008
Latest unemployment report little comfort for boomers clientsLosing your job when you're about to retire might throw a slight wrinkle into your financial plan. Older boomer clients will be anxious about the...
June 09, 2008
The economic impact of U.S. baby boomers (it ain't pretty)We want to call attention to a new report from McKinsey Global Institute, the academic arm of McKinsey & Co. The numbers are new, but...
June 09, 2008
No to retirement, yes to gratificationSyndicated financial columnist Humberto Cruz writes that it's OK for your clients to delay retirement, but it doesn't mean doesn't mean postponing gratification, at least...
June 03, 2008
Investing in themesTheme investing, like most other things, has its good and bad. If you're choosing funds by looking at broad trends, there are some issues to...
June 03, 2008
Easy as 1-2-3Ronald Duska and David Cordell, of The American College, outline steps advisors can take to develop an ethical practice in "Readings in Financial Planning." There...
June 02, 2008
Disability insurance - consumers' views56% - Percentage of boomers who think disability insurance is important. 52% - Percentage of boomers with either short-term or long-term disability insurance. 30%...
June 01, 2008
New report names most useful baby boomer WebsitesAs boomer advisors know, anyone can crunch numbers and develop a retirement plan. It's superior service and the added-value you bring that truly separates you,...