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.
How the new deficit reduction act affects long term care insurance
By Eugene WoznickiIn 1985, the House Committee on Energy and Commerce issued the following statement: "Medicaid is, and always has been, a program to provide basic health coverage...
June 11, 2008
Tax advantages: Now or later?While a Roth 401(k) and a regular 401(k) are essentially the same thing, according to Walter Updegrave, senior editor of Money Magazine, investors may find...
June 09, 2008
Greenspan unpluggedI had a chance to see Alan Greenspan at Pershing's Insite conference in Florida last week. I've seen Greenspan speak on previous occasions, but this...
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...