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.
Top 10 Retirement Planning Mistakes Lawyers Make
By MP McQueenBig-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
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.
August 15, 2016
Social Security Turns 81The program helps to finance the retirement of more than 40 million Americans but needs fixing to avoid payment cuts of 25% by 2034.
August 10, 2016
LPL Sees Big Uptick in Recruited RepsA large number of advisors moved to the IBD from Cetera Financial, Advisor Group and other broker-dealers.
August 10, 2016
Should You Hoard Cash Before the Election?Gary Shilling suggests cash allocations of 30% to 50%; S&P's Sam Stovall says holding cash makes sense. But there are less dramatic ways to speculate.
August 01, 2016
Top Portfolio Products: Additions and Subtractions for Direxion ETFsDirexion announced two new ETFs plus splits for five ETFs that rallied sharply and reverse splits for four that suffered large losses.