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.
The Real Secret to Retirement Happiness
By John ManganaroHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.
February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.
January 27, 2023
15 States Where Social Security Survivor Benefits Leave Biggest GapWidowed parents with children will find that these payments only cover roughly half the deceased spouse's salary.
January 19, 2023
New Bill Would Raise Capital Gains Tax on Wealthy New YorkersThe new 7.5% tax could apply to single New York residents with a taxable income of over $400,000.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
November 21, 2022
How Reforming Social Security, Medicare Can Be DoneThe GOP wants to mitigate rising costs by, among other things, raising the eligibility age for Medicare to 67 for those born after 1960.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 18, 2022
Retiree Benefits Mostly Unscathed by Crypto FalloutAn exception is the Florida Retirement System, which said it invested $119 million of net-assets in Bitcoin, Ether and Solana.