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 Reasons to Claim Social Security Before 70
By Roger WohlnerWaiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
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.
April 05, 2023
Why It's Time to Drop the 'Set It & Forget It' 4% RuleBalancing spending on lifestyle goals and risk is part art and part science, says advisor Mark Berg, a recent guest on a Morningstar podcast.
April 03, 2023
7 New Social Security Bills in Congress NowOne bill aims to guarantee benefits during a debt limit standoff, for instance; another would raise benefits by over $2,000 a year.