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 Least Expensive Big U.S. Cities
By Michael S. FischerAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 26, 2023
Next Up: Medicare Advantage Open EnrollmentFrom January through March, clients with Medicare Advantage can make changes to their plan.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.
December 21, 2023
Firm Puts Patients' Health Care Wishes on VideoDr. Ferdinando Mirarchi's MIDEO gives clients a new, legally binding way to provide advance directives.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.