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.
7 Bitter Enemies of Life Insurance
By Allison BellSurveys show that most people want life insurance. Here's one showing why many don't buy it.
May 30, 2019
12 Reasons LTC Planning Matters to WomenSure, men need long-term care, too. But two major factors set women apart.
May 10, 2019
Who's Responsible for Your Parents' Nursing Home Cost? It's Not Who You ThinkYou better find out what your state's laws are, but regardless, start looking into LTC plans.
May 09, 2019
Here's When the Government Now Thinks You'll DieIf you're under 35, your time might arrive a little earlier.
April 28, 2019
11 Key Social Security Facts You Need to KnowHere are answers to some of the most common Social Security questions.
April 23, 2019
5 New Facts About Social Security's 2018 EarningsThe gorilla of all annuity gorillas has $2.8 trillion in fixed-income assets, and 178 million customers.
April 23, 2019
10 Affordable Small Towns for Retirees in Tax-Friendly StatesSome days are like that -- you start thinking, "Maybe I should retire to a small town. Now."
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.