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.
Small Business Gets Year-End Relief for Health Reimbursements
By William H. Byrnes, Robert BloinkYour small business clients will be able to offer qualified small employer health reimbursement arrangements (QSEHRAs) beginning in 2017.
December 01, 2016
Citizens Financial to Start Robo-Advisory Platform With SigFigThe Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
November 21, 2016
Moeller on Medicare: Advisors, Beware of Land Mines on Timing, CoveragePlanning for Medicare, the most complicated component of U.S. health care, needs to be worked out with clients.
November 21, 2016
Are Your Clients’ 401(k)s 'True Up' Plans?Scheduling clients contributions carefully can make a big difference over time in a 401(k) account balance.
November 14, 2016
Medicare Premiums, Deductibles Rising for Many in 2017Thirty percent of beneficiaries will pay more for Medicare Part B premiums and all beneficiaries will be subject to higher deductibles.
November 09, 2016
Finance, Insurance Industry Leaders React to Trump VictoryMany within these industries, like IRI and NAIFA, anticipate major regulatory upheavals when Donald Trump becomes president.
November 09, 2016
Will Trump Kill Affordable Care Act?The power split in the Senate, and regulatory process constraints, may shape the possibilities.
November 07, 2016
Small Business Self-Funded Health Insurance SurgesFor the right firm, the self-funding healthcare option can help employers mitigate the risk of rising premiums while continuing to assist employees with health coverage.