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.
Help Kids Save for All Possible Futures: Fabric CEO
By Allison BellAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.
December 19, 2023
13 States That Don't Tax Retirement IncomePlus, 11 states tax retirees' Social Security benefits, though one will stop doing so in 2024.
December 19, 2023
Senate Confirms O'Malley as New Social Security CommissionerThe former Maryland governor has said that Social Security faces a "customer service crisis."
December 18, 2023
Bob Doll Grades His 10 Predictions for 2023The veteran prognosticator called 2023 "one of our worst years" in terms of correct predictions.