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.
Battle of the funds
By John SullivanWe 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
Payout funds show increased popularityWith the promise of a wave of baby boomers leaving the work force, a plethora of new income-generating products are available for retirees. According to...
May 28, 2008
Optimizing profitabilityIn "How to Value, Buy, or Sell a Financial Advisory Practice," authors Mark Tibergien and Owen Dahl suggest poor operating profits are a result of...
May 28, 2008
Why don't politicians take Econ 101?I'm not na?ve. I understand the current political climate. But let's see the stimulus package for what it is; a political gift, not any kind...
May 28, 2008
The Greenspan guarantee - what's it really worth?In a story related to our Trend of the Week, Alan Greenspan announced he's joining John Paulson's hedge fund as a member of the advisory...
May 28, 2008
Lincoln launches new lifetime productLincoln Financial Group has launched an optional benefit rider, Lincoln Lifetime Income Advantage. The rider offers several features to provide more flexibility and control for...
May 28, 2008
What "kinder capitalism" really meansBill Gates' recent speech on the failings of capitalism went over big with the Davos crowd, but isn't playing well in the financial press. Sure,...
May 28, 2008
Why is the stock market going up?"The economy is barely growing, oil prices keep climbing, housing remains in a funk -- and yet stocks are rebounding." Why? That's the question Gregory...