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 Holistic Advisor Advantage
By Tim GerendA Northwestern Mutual distribution executive says seeing the big picture gives you an edge, in a down market and beyond.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 05, 2022
Top 10 Destination States for Retirees on the MoveOlder people frequently move to warmer states, but weather isn't the only factor driving their decision.
September 27, 2022
The IRS Hates What Some Wealthy Clients Put in Their Life Policies: Larry RybkaThe Valmark CEO sees the private placement life fight turning into an investor control fight.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.