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.
TD Ameritrade-Scottrade Deal a ‘Brillant Play’ in RIA Space: Analyst
By Janet LevauxThe merger makes strategic sense and comes right as rival Schwab kicks off its yearly RIA event, says Tim Welsh.
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.
August 18, 2016
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product LinesBroker-dealers have to make a lot of very difficult, and in some cases expensive, decisions, ERISA lawyer Fred Reish says.
August 18, 2016
8 Best Foreign Retirement DestinationsThe Retire Overseas Index identifies some lesser-known cities and regions for retirees to explore.
August 16, 2016
Health Care Expenses for Retired Couples Hit Record $260,000: FidelityThat's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
August 16, 2016
Cutting Small-Business Health Coverage Risks With HMRAsA traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.