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.
10 Best Cities for Millennials to Live
By Marlene Y. SatterTaking into account job opportunities, access to nightlife, affordable housing and cost of living, these 10 locales are where millennials should look to live.
May 27, 2016
9 Factors That Affect LongevityLongevity is increasing, but these nine factors play a role in how long people actually live.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 24, 2016
Mitigating Postretirement Health Expense RiskPostretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
May 22, 2016
New American Funds Portfolios Designed to Make Retirees’ Money LastThere are three key characteristics of portfolios designed to meet investors longevity needs, according to Steve Deschenes of The Capital Group.
May 18, 2016
DC Plans Seek to Boost Results by Thinking Like PensionsDC plan sponsors are adopting best practices of defined benefit plans as a way to increase the efficiency of their plans, according to BNY Mellon.
May 17, 2016
Six Steps for Taking Care of the CaregiverHelp your clients plan to meet loved ones needs without neglecting their own.
May 17, 2016
Top 15 Cheapest States for Long-Term Care: 2016Even in these states, LTC is expensive, averaging $38,583 a year in the cheapest state, Genworth reports.