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.
3 Interesting Social Security Questions Advisors Asked This Year
By Marcia MantellSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 21, 2023
Here's How Much Money People Think They Need to Be Happy: SurveyPeople with a detailed financial plan reported higher levels of money-related happiness.
November 21, 2023
How the Ramsey vs. 'Supernerds' 4% Spat Helps RetireesThe heated debate about "safe" spending in retirement shows how tough the process really is.
November 20, 2023
S&P 500 Rally May Be at Risk After 9.6% Gain in 3 WeeksRick Bensignor, a former Morgan Stanley strategist, suggests trimming exposure by midweek if the gauge nears 4,560.
November 17, 2023
10 Dividend Stocks to Buy Now: MorningstarSome quality companies with undervalued stock prices have the stability to maintain dividends in tough economic times.
November 17, 2023
Biden Signs Bill Averting Shutdown, Teeing Up 2024 Budget BattleThe White House confirmed the move in a statement early Friday, less than a day before existing funding would have expired.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.