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.
Top 15 Cheapest States for Long-Term Care: 2018
By Marlene SatterGenworth looked at costs of adult day care, licensed home care, assisted living and nursing homes in 440 cities and towns.
September 20, 2018
Another Big Insurer Posts Another Big LTC Insurance ChargeEvercore analysts say the company could end up taking more charges.
September 05, 2018
529 ABLE Accounts: The Special Needs Planning Tool Advisors OverlookAdvisor Kathleen Oberneder tells ThinkAdvisor why these accounts go underused and how she plans for her own daughter with Down syndrome.
August 10, 2018
The Good News and Bad News About Retirees' Health Care CostsExpectations for 2019 and 2020 are very different.
July 30, 2018
10 Issues to Resolve So You Can Succeed at Seminar MarketingThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
May 23, 2018
Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)New studies show growing financial independence and declining poverty among widows. Here's what advisors should know.
May 07, 2018
What Americans Think About Retirement Income in 5 ChartsA Franklin Templeton survey shows how concerns about retirement savings strategies differ by generation.
May 07, 2018
What Americans Think About Retirement Income in 5 ChartsA Franklin Templeton survey shows how concerns about retirement savings strategies differ by generation.