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.
Would a Higher Social Security Claiming Age Boost the Economy?
By John ManganaroProjections 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 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
June 23, 2023
Financial Planning Industry Headed in 'Right Direction,' Longtime Planner SaysPaula Hogan has been doing life-cycle planning for decades. Now, she says, the industry is catching up.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
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.