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.
The Life Insurance Health Care Savings Bank
By Robert Bloink, William H. ByrnesBecause HNW clients are unlikely to ever qualify for means-based Medicaid coverage, a strategy for covering these expenses can be even more important.
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.
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.