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.
7 Estate Planning Resolutions for Clients to Make Now
By Rose Watson, JDThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
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.
October 27, 2016
Robert Reich, Alan Simpson Take On Social Security, Debt ProblemsAt Schwab Impact, policy pros but friends from across the aisle address all the issues not addressed in presidential race.
October 27, 2016
Rethinking Asset Allocation for Aging ClientsArbitrary notions about agingand conventional wisdom on managing money for clients in retirementmay be off target.