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.
Wells Fargo Consistently ‘Abused’ Customers, House Dems Say
By Melanie WaddellThe 38-page House Financial Services staff report cites a pattern of abusive business practices and disregard for customers.
September 21, 2017
How to Get Medicaid for Nursing Home Care Without Going BrokeEven well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
September 18, 2017
Robert Reynolds: Here's How Workplace Plans Can Save RetirementA new book from the CEO of Putnam Investments and Great-West Financial outlines changes in 401(k) plans that can help meet that goal.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 12, 2017
The Life Insurance Health Care Savings BankBecause HNW clients are unlikely to ever qualify for means-based Medicaid coverage, a strategy for covering these expenses can be even more important.
August 28, 2017
Your Children Can Spare You Time and Money in a Nursing HomeHaving more than three children, and daughters, is good for reducing long-term care costs, RAND researchers find.
August 21, 2017
Manhattan Gets $20,000-a-Month Homes for New Breed of SeniorsBuilders want a New York City complex to feel like part of the neighborhood.
August 19, 2017
Why Most US Pension Plans Will Shaft Their ParticipantsThe world is already facing a $427 trillion retirement savings shortfall.