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.
Your Children Can Spare You Time and Money in a Nursing Home
By Suzanne WoolleyHaving more than three children, and daughters, is good for reducing long-term care costs, RAND researchers find.
August 15, 2017
Married Women Need Their Own Financial Plan: StudyThe recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
August 09, 2017
The Long-Term Care Crisis and Life SettlementsA group of regulators has suggested using life settlements to pay for care.
May 26, 2017
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: MorningstarThe largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
May 12, 2017
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
April 26, 2017
Personal Capital Has a New CEOBill Harris, who founded the firm, steps down but remains chairman, as Personal Capitals COO takes over as CEO.
April 25, 2017
The Human Side of Financial Planning: George Kinder Talks About Dick WagnerI dont think that life planning as we or I know it would exist if it werent for Dick, according to George.
April 17, 2017
Aspiration Drops Minimum Investment in ESG Fund to $100: Portfolio ProductsIn other product news, Brinker Capital launches "Destinations Funds," which allow the firm to lower costs and account minimums.