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.
Where can advisors and reps expect close regulatory scrutiny?
By Staff WriterUnder qualified for oversight? Fines continue to rain down on firms for wrongfully using unregistered executives in key compliance supervisory positions. Research disclosure? FINRA...
May 28, 2008
IRAs: Incomprehensible retirement accounts?Although 71 percent of people surveyed feel IRAs are worth investing in for retirement income, only 48 percent of people 50 or older actually have...
May 28, 2008
A really weird trend of the weekIn what can only be described as a sign of the times, Goldman Sachs suffered its first decline in year-over-year earnings in 11 quarters and...
May 28, 2008
Credit crunch hits college fundingBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...
May 28, 2008
The broker/dealer switch listDo I want to affiliate with a high profile or low profile broker/dealer? Advisors generally fall into one of two categories: those who want the...
May 28, 2008
Boomers on the move - and not to where you'd thinkThink all retirees flock to Florida? Not so, reports the Associated Press. Retirees are increasingly likely to pick snow over sunshine for their later years. The...
May 28, 2008
Boomer advisors too reluctant to broach charity topicThe United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
May 28, 2008
Different shades of greenWhile some investors may jump at the chance to invest in socially responsible funds, it's wise to approach green funds as you would any other,...