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.
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate Guidance
By David Blanchett, Michael Finke and Wade PfauRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 09, 2023
15 Most Livable Midsize U.S. Cities: AARPThe rankings take into account housing, neighborhoods, transit, health, the environment, engagement and opportunity.
November 06, 2023
How Millionaires Built Their Wealth: SurveyIn an Ameriprise survey, only Only 13% credited luck.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
November 02, 2023
Millennials Join Ranks of 'Sandwiched' CaregiversThe oldest millennials are caring for children and aging parents, and they're feeling the squeeze.
November 01, 2023
15 Cheapest States for a Comfortable RetirementIn these states, $60,000 a year or less covers expenses with plenty left over, GOBankingRates finds.
October 25, 2023
Clients Need Firm Medicare Marketing Rules: David LunaThe former police officer sees the changes helping local agents compete with call centers to guide plan decisions.
October 25, 2023
LexisNexis Risk Solutions Feeds Life Insurers' Hungry AIsPatrick Sugent, an analytics vice president, is charged with making billions of bytes of data more accessible.