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.
Boomer politics
By Staff Writer15% - Percentage of people born in 1946 who say they were more conservative and have become more liberal. 20% - Percentage of boomers...
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,...
May 28, 2008
Building your emotional portfolioAdvisors who can identify their own emotional responses and diffuse them can improve productivity, according to Hendrie Weisinger. In his book, "The Emotionally Intelligent Financial...
May 28, 2008
Top 12 advisor mistakesThere's a good reason financial planners and advisors end up with a job rather than a business, according to Don Schreiber, Jr. Here are what...