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.

Saving for Retirement

HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)

By Bernice Napach
Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity

August 16, 2016

Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
Cutting Small-Business Health Coverage Risks With HMRAs

August 16, 2016

Cutting Small-Business Health Coverage Risks With HMRAs
Social Security Turns 81

August 15, 2016

Social Security Turns 81
LPL Sees Big Uptick in Recruited Reps

August 10, 2016

LPL Sees Big Uptick in Recruited Reps
Should You Hoard Cash Before the Election?

August 10, 2016

Should You Hoard Cash Before the Election?
Top Portfolio Products: Additions and Subtractions for Direxion ETFs

August 01, 2016

Top Portfolio Products: Additions and Subtractions for Direxion ETFs
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?

July 28, 2016

Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?