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.
10 Top Retirement Trends to Watch in 2023
By Michael S. FischerAdults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.
August 03, 2023
Taxpayers' Gift Tax Bill Rose to $2.8 Billion in 2021A newly released table for 2021 shows that 1,101 taxpayers owed $1 million or more.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 31, 2023
Preparing Families for the FutureMany clients' loved ones will eventually use the life insurance.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
July 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.