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.
Schwab Launches Interactive Platform to Help Retirement Savers
By Ginger SzalaA new dashboard helps savers assess their financial health and then take next steps.
June 18, 2021
Advisors Embrace Financial Education for Students: SurveyTwo-thirds of advisors said they expect financial education to be part of their future business model, new research from MoneyGuide has found.
June 11, 2021
5 Life and Retirement Traps for Cross-Border ClientsTerry Ritchie says cross-border clients need skilled advisors.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.
June 10, 2021
10 Most Livable Cities in the World: 2021The pandemic caused upheaval in the the Economist Intelligence Unit's annual ranking; several U.S. cities rose.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.
May 18, 2021
Supreme Court Strips Lawsuit Protection From IRS Reporting RulesThe court ruled that taxpayers can sue over IRS reporting rules without violating the rules.
May 14, 2021
Insurer to Pay $77M to Settle Criminal Tax Evasion CaseSwiss Life has agreed to help the U.S. government locate U.S. tax evaders in a criminal case involving private placement insurance.