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.
Millionaire Tax Vote Opens Door to New Clash Over Chicago Wealth
By Miranda DavisIllinois voters will weigh in on a proposed extra levy of 3% on annual incomes of over $1 million that aims to lower property taxes.
August 16, 2024
Harris Set to Propose Tax Cuts and SubsidiesThe news follows a recent push by Trump running mate JD Vance for a $5,000-per-child tax credit.
August 02, 2024
The Big Social Security Question Facing Stay-at-Home SpousesShould a dependent spouse return to work to get their credits? Here's what to consider.
August 01, 2024
Social Security Gets $509M Budget Boost in New Spending BillBut the proposed increase is "barely enough for SSA to keep up with fixed costs," says advocate Nancy Altman.
August 01, 2024
Trump Vows to Cut Taxes on Social Security in Bid to Woo SeniorsSuch a move would cut levies for some elderly Americans but could further strain benefits for pre-retirees.
July 31, 2024
The 12 Worst States for an Affordable Retirement: 2024Factors that influenced the ratings include the cost of living, well-being, health care, crime and the weather, says Bankrate.
July 24, 2024
A Gift Tax Strategy for Business Owners to Consider NowOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 17, 2024
5 Secrets for Reaching Affluent 'Legacy Leavers'These prospects want to leave money to loved ones, and many expect to inherit more assets soon.