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.

Behavioral Finance

Does Your Advisory Firm Really Have an Answer for the Robo Threat?

By Bob Clark
15 Cheapest States for Long-Term Care Costs: 2015

December 31, 2015

15 Cheapest States for Long-Term Care Costs: 2015
Investors See Turbulence Ahead; Confidence Somewhat Shaky

December 10, 2015

Investors See Turbulence Ahead; Confidence Somewhat Shaky
When Surrender Leads to Success

November 30, 2015

When Surrender Leads to Success
10 Most Tax-Friendly States for Retirement

November 10, 2015

10 Most Tax-Friendly States for Retirement
Inequality in Our Retirement Accounts

November 06, 2015

Inequality in Our Retirement Accounts
How to Enroll in — and Pay for — Medicare

November 02, 2015

How to Enroll in — and Pay for — Medicare
Popular Social Security Claiming Strategy Gutted in Budget Bill

October 28, 2015

Popular Social Security Claiming Strategy Gutted in Budget Bill