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.
12 States Where the Top 5% Earn the Most
By Allison BellThe yearly earnings of these sought-after prospects have grown nearly 30% since 2017, a new Census release shows.
December 05, 2023
Younger Couples: Let's Talk Money First, Then CommitmentFinancial conversations should occur before a relationship becomes serious, according to Northwestern Mutual.
December 04, 2023
A Closer Look at the DOL's Proposed Rollover RuleThe updates would maintain a commitment to ensuring that fiduciary advice is provided in retirement investors' best interest.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 28, 2023
Top 15 U.S. Cities Where Millennials Moved in 2022The migration of 25- to 44-year-olds tends to affect housing markets, small businesses and social dynamics.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 21, 2023
Here's How Much Money People Think They Need to Be Happy: SurveyPeople with a detailed financial plan reported higher levels of money-related happiness.