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.
Let's hope it's wrong
By Staff WriterSudeep Reddy reports on the Wall Street Journal's blog that the coming recession will be the worst since the 1970s, at least according to Merrill...
May 28, 2008
Oil - $200 a barrelIn what will surely renew the call for energy independence, OPEC's president on Monday warned that oil prices could hit $200 a barrel and there...
May 28, 2008
Boomer retirement: "When it's over, will America look better, worse, or just different?"Megan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...
May 28, 2008
Add exit planning to your arsenalThis week's tip comes to us from John M. Leonetti, managing director of Pinnacle Equity Solutions, a Boston-based training and consulting firm that specializes in...
May 28, 2008
Sandwich generation just got tighterIf you're planning on turning your child's room into a study, you might want to hold off. Seems college graduates are having a tough time...
May 28, 2008
Eight out of 10 advisors say they lack necessary charitable giving expertiseA recent survey from Schwab Charitable on charitable giving found: Wealthy Americans give 8 - 10 percent of annual income to charity, compared with 2...
May 28, 2008
Battle of the fundsWe love the Trend of the Week, if only because ETFs have proven themselves to be the real deal. And once boomer clients got hip...
May 28, 2008
What to look for in the right broker/dealer matchA match in strengths - What do they specialize in (retirement plans, insurance, tax-efficiency)? A match in culture - Small, medium, large? Family atmosphere...