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.
Bob Doll Grades His 10 Predictions for 2023
By Dinah Wisenberg BrinThe veteran prognosticator called 2023 "one of our worst years" in terms of correct predictions.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 11, 2023
Dave Ramsey's 8% Withdrawal Advice Could Lead to Ruin: Peter MalloukTaking 8% a year from an all-stock portfolio would have drained holdings for many retirees, Mallouk noted.
December 08, 2023
World's 15 Safest Cities to Visit in 2024Berkshire Hathaway Travel Protection ranked 31 cities based on travelers' experience and several data sources.
December 08, 2023
Debate: Should Social Responsibility Be Factored Into Retirement Planning?Opinions differ on considering ESG factors when selecting retirement plan investments.
December 08, 2023
Americans Resolve to Approach Money Differently in 2024The top three financial goals remain the same as last year, the study found.