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.
A case of irrational calm?
By Staff WriterNot everyone can be as prescient as Alan Greenspan, especially Ben Bernanke. His effort to predict the consequences of the sub-prime mess have been less...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
May 28, 2008
Putting IRAs to workAccording to a survey by AARP Financial, 38 percent of workers over 50 do not understand how an IRA works. Helping clients save for their...
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...