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.
How to Protect Estate Plans From Natural Disasters
By Isaac BradleyYou thought about tax laws and family psychology. What about floods?
August 15, 2025
Social Security Bill Aims to Raise Payroll Tax CapThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
January 24, 2025
HENRYs: A Promising Young Market for AdvisorsFirms may benefit from targeting young, high-income people who are often neglected by the industry.
January 23, 2025
U.S. Consumers Face Much More Uncertainty About FinancesA new index shows why retirement savers look fine on paper but feel dizzy in practice.