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.
Here’s How Financially Naive Millennial Parents Are
By Bernice NapachAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.
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.
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.