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.
Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
By Michael S. FischerThat's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
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.
July 28, 2016
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?The New York Life employees' lawsuit over the expenses of index funds in their 401(k) plan has broader implications for the asset management business.
July 27, 2016
Pension Plan Annuity Elections: Another Retirement Planning GambleFollowing up on the Social Security claiming "gamble," here's another complicated retirement income issue: deciding on the best pension payout.
July 25, 2016
Top Portfolio Products: ARK Launches 3D Printing ETFThe PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
July 22, 2016
A Tale of Woe: Boomers Trying to Build a Retirement Nest EggEight in 10 boomers don't know the amount of pre-retirement income theyd feel comfortable living on into their golden years.