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.
Americans Over 70 Hold More Than 30% of the Country's Wealth
By Alex TanziThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.
December 18, 2023
Older Americans Now Earn Almost as Much as Younger WorkersNowadays, 62% of workers 65 and older are working full time, compared with 47% in the late 1980s.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
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.
December 13, 2023
Fed Pivots to Rate Cuts as Inflation Heads Toward 2% GoalChair Jerome Powell indicated policymakers are now turning their focus to when to cut rates as inflation cools.
December 13, 2023
10 Overlooked Tax Credits and Deductions for 2023These ways to (legally) reduce clients' tax burdens are well worth year-end discussions.
December 13, 2023
12 Happiest Cities in America: 2023WalletHub ranked 182 cities using measures of financial, physical and emotional well-being.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.