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.
New American Funds Portfolios Designed to Make Retirees’ Money Last
By Danielle AndrusThere are three key characteristics of portfolios designed to meet investors longevity needs, according to Steve Deschenes of The Capital Group.
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.
May 12, 2016
Top 15 Most Expensive States for Long-Term Care: 2016Genworth survey identifies the states with the highest annual care costs.
May 09, 2016
What’s a Confounder?As in a study looking at retirement ages and mortality, researchers need to be on the lookout for "confounding" variables.
May 09, 2016
Medicare Deferrers Can Reap Big BenefitsWhile not every client will be eligible for delaying enrollment in all parts of Medicare, the financial benefits of delaying enrollment can be substantial.
May 02, 2016
Top Portfolio Products: Touchstone Launches an International Growth FundTwo may be better than one. Check out these partnerships that created new platforms for compliant marketing and wealth management.
May 02, 2016
DOL Fiduciary Rule Highlights HSA Retirement Income ValuePutting HSA advisors under the fiduciary rule umbrella is the DOLs acknowledgement of an important alternative use for HSAs in retirement income planning.
April 28, 2016
Retirement Is Good, Not Great, for More Retirees: EBRISince 2012, the percentage of retirees who say they're "very satisfied" fell from 62.5% to 48%, an EBRI survey finds.