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.
3 Questions for Clients Looking at Senior Care Options
By Sharon Roth MaguireSome clients have to move from planning for long-term care to implementing the plan.
January 03, 2018
Beware the Chained CPI Link in the New Tax LawIt accelerates moves into higher tax brackets, slows the growth of deductions and sets the stage for lower Social Security COLAs.
November 16, 2017
The Advisor-Client Relationship: Infinite Problems, Infinite PossibilitiesHere are four common scenarios advisors encounter with clients and how to react.
October 09, 2017
15 Cheapest States for Long-Term Care: 2017Genworths annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
October 04, 2017
Lawmaker Pushes for ‘Care Corps’ to Help ElderlyAt Genworth's Long-Term Care Symposium, Rep. Michelle Lujan Grisham attempted to "jumpstart" her bill as the insurer reported some scary numbers for retirees.
October 02, 2017
15 Most Expensive States for Long-Term Care: 2017Genworth's annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring.
September 29, 2017
Wells Fargo Consistently ‘Abused’ Customers, House Dems SayThe 38-page House Financial Services staff report cites a pattern of abusive business practices and disregard for customers.
September 27, 2017
JPMorgan Ordered to Pay More Than $4B to Texas WidowThe bank was found to have mismanaged estate of Max Hopper, though courts often reduce outsize punitive damages awards.