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.
Retirement Accounts Are Flush for Millions of Older Americans
By Alex TanziVanguard research found the top 5% of income earners among baby boomers had a savings surplus of almost 30%.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
May 30, 2024
15 Best U.S. Cities to Raise a Family: 2024WalletHub ranked 182 cities on criteria like education, child care, affordability and family fun.
May 28, 2024
How Millennials and Gen Z Plan to Use InheritancesNearly 8 in 10 respondents to a Blueprint survey said they planned to save or invest the money.
May 23, 2024
How to Calculate RMDs for Inherited IRAsThe penalty waivers the IRS has offered each year since 2020 for missed RMDs have created some confusion.
May 20, 2024
12 Best States for Military Retirees: 2024WalletHub factored in economic environment, including taxes; quality of life; and health care in its latest rankings.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 09, 2024
IRS Drafts Gift and Trust Reporting ChangesThe proposal could lead to big changes for clients who get cash from overseas.