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.
Chicago Pension Debt Rises to $35B
By Shruti Date SinghThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
June 01, 2023
What to Do When Social Security COLAs Can't Keep Up With RealityBlaming Social Security's COLA for not delivering a higher income each year is not a winning position.
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 25, 2023
7 Reasons Millennials Decide to Make Estate PlansThese are the life events prompting them to think ahead, according to Trust & Will.
May 22, 2023
12 Unhealthiest States for Seniors: 2023States in the southeast had the most room to improve when it came to older residents' health.
May 19, 2023
12 Healthiest States for Seniors: 2023Seniors in these states have better access to health care, lower rates of poverty and fewer early deaths.
April 26, 2023
House Passes Debt-Limit Bill That Trims Social Security Administration BudgetThe bill, unlikely to pass in the Senate, would "responsibly raise the debt limit," said Rep. Patrick McHenry.
April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social SecurityThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.