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.
Will Trump Kill Affordable Care Act?
By Allison BellThe power split in the Senate, and regulatory process constraints, may shape the possibilities.
October 27, 2016
Rethinking Asset Allocation for Aging ClientsArbitrary notions about agingand conventional wisdom on managing money for clients in retirementmay be off target.
October 24, 2016
TD Ameritrade-Scottrade Deal a ‘Brillant Play’ in RIA Space: AnalystThe merger makes strategic sense and comes right as rival Schwab kicks off its yearly RIA event, says Tim Welsh.
October 24, 2016
Genworth to Be Sold to China Oceanwide for $2.7BLong-term care insurer to get $1.1 billion to manage debt, strengthen units.
October 18, 2016
Moeller on Medicare: Advisors, Beware of Land Mines on Timing, CoveragePhilip Moeller, who has covered Medicare for decades, says the program is monstrously complicated.
September 21, 2016
10 Useful HSA FAQs for 2017HSAs are a complex area for consumers and employers to navigate; looking to 2017, here are 10 important FAQs.
August 29, 2016
Top 10 Retirement Planning Mistakes Lawyers MakeBig-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
August 18, 2016
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.