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.
Targeting client priorities
By Staff WriterCandace Bahr and Ginita Wall have some suggestions for working with female clients in their book, "It's More Than Money - It's Your Life!" The...
May 28, 2008
Retirement and working80 - Percentage of baby boomers who plan to work at least part time in retirement. 35 - Percentage of boomers who say they'll work simply...
May 28, 2008
The long and short of itInvestors looking for a safe place to invest have turned increasingly to long-short funds, which can buy stocks or bet against them by selling them...
May 28, 2008
Active ETFs need tweakingActive exchange-traded funds may be on the horizon; PowerShares has approached the SEC with a proposal for a group of active ETFs, the first firm...
May 28, 2008
Critical care for the boomer portfolioReal estate and health care - could there be two more volatile topics at the moment? Try combining them. The November issue of Boomer Market...
May 28, 2008
Tobacco, trans-fat ... investing?The Supreme Court recently heard arguments in a case brought by a South Carolina man who alleged his employer, DeWolff, Boberg & Associates Inc., mismanaged...
May 28, 2008
"Enhanced cash" products not equal to money market fundsAccording to the Investment Company Institute, there are a number of products that mimic money market funds, but are not registered with the SEC and...
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% -...