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.
Older Americans Now Earn Almost as Much as Younger Workers
By Michael SassoNowadays, 62% of workers 65 and older are working full time, compared with 47% in the late 1980s.
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.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 11, 2023
Dave Ramsey's 8% Withdrawal Advice Could Lead to Ruin: Peter MalloukTaking 8% a year from an all-stock portfolio would have drained holdings for many retirees, Mallouk noted.
December 08, 2023
World's 15 Safest Cities to Visit in 2024Berkshire Hathaway Travel Protection ranked 31 cities based on travelers' experience and several data sources.
December 08, 2023
Debate: Should Social Responsibility Be Factored Into Retirement Planning?Opinions differ on considering ESG factors when selecting retirement plan investments.