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.
Fraud awareness
By Staff Writer57% - Percentage of people surveyed, over age 50, who do not know where to get security freeze information. 28% - Percentage of people...
May 28, 2008
2006 Fund Assets$2,000,000,000,000 - Hedge fund assets in 2006 Tiburon Strategic Advisors 63 - The average age at which baby boomers expect to retire AIG SunAmerica Retirement Markets Inc. $104,000,000,000 -...
May 28, 2008
Reverse mortgages as retirement plans16% - Percent of boomers who would consider a reverse mortgage to take care of their own long-term care needs and costs. 74% -...
May 28, 2008
Boomer health and retirement preparation54% - Percent of boomers who feel they have done a poor to fair job of ensuring that they have adequate coverage for their...
May 28, 2008
Retirement preparation$71,400 - Approximate average annual income for boomers born in 1946. 54% - Percent of boomers who feel they have done a poor to...
May 28, 2008
Charitable donations$295,000,000,000 - According to Giving USA 2007, the amount U.S. donors gave directly to charitable causes in 2006. 40 - The percentage of affluent Americans that...
May 28, 2008
Zero coupon bondsZero coupon bonds defer interest until the bond matures, allowing investors to purchase a bond at a deep discount and collect a lump sum at...