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.
What do any of these terms really mean?
By John SullivanI'm fascinated by business speak. I'm a regular devotee of Lucy Kellaway's business management column in Financial Times. She does her best to decipher some...
May 28, 2008
A big blow to "shareholder rights" advocatesDo you want a greater say in how the companies you invest in are run, or do you trust management to make the tough decisions...
May 28, 2008
Financial houses in the clear?Larry Kudlow says financial stocks are a good buy, but we're not so sure. Yes, we agree the large financial houses are taking necessary steps...
May 28, 2008
Three skills for effective communicationCommunicating effectively with clients involves three major skills, according to Hendrie Weisinger, in his book "The Emotionally Intelligent Financial Advisor." Use "I" statements to show...
May 28, 2008
Study finds surprising attitudes among high-net-worth boomersA recent AARP study finds that: The majority of boomer "elites" feel that they are always on top of their finances (91 percent vs. 80...
May 28, 2008
John Edwards: The class action candidateThe populist rhetoric of John Edwards kills me. "The gap between rich and poor is widening at a frightening pace," he trumpets. "We must do...
May 28, 2008
All hail the capitalist pigsGood news (sort of) from an island that rarely has any. On Monday, Fidel Castro announced he's stepping aside. For boomers, it conjures fond memories...
May 28, 2008
The dangers of boomer inflationRegular readers know I often look to Brett Arends for cool-headed logic, and the Wall Street Journal columnist once again doesn't disappoint. I've worried for...