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.
10 Affordable Small Towns for Retirees in Tax-Friendly States
By Marlene SatterSome days are like that -- you start thinking, "Maybe I should retire to a small town. Now."
March 18, 2019
Top 10 Tax Facts for 529 Savings Plans in 2019Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.
March 04, 2019
The 15 Most Overpaid CEOs of Public CompaniesThe most overpaid execs on this list underperformed the S&P 500 over the last four years.
January 23, 2019
Technology, Retirement Plan Initiatives to Boost Life Insurance Growth: LIMRALIMRA is expecting to see good news for retirement savings.
January 18, 2019
12 Worst States for Retirement: 2019These states ranked the lowest on affordability, health care and quality of life for retirees, according to WalletHub.
January 15, 2019
12 Best States for Retirement: 2019WalletHub found a big difference in costs among the states, which were also ranked on health care and quality of life.
November 13, 2018
Family Caregivers Getting Younger on Average: GenworthChallenges include stress, and depression.