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.
Lion Street Announces Strategic Partnership With Voya Financial
By Bernice NapachLion Street is partnering with Voya Financials individual life insurance business.
December 10, 2015
Investors See Turbulence Ahead; Confidence Somewhat ShakyInvestors who are not retired are significantly more optimistic than retirees who are concerned about the purchasing power of their retirement savings, Wells Fargo found.
November 30, 2015
When Surrender Leads to SuccessA recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
November 10, 2015
10 Most Tax-Friendly States for RetirementMaking retirement savings last may be easier in these 10 tax-friendly states, according to Kiplinger.
November 06, 2015
Inequality in Our Retirement AccountsWhile we are debating income inequality, we should also be thinking about retirement inequality. Perhaps most vulnerable are the millennials.
November 02, 2015
How to Enroll in — and Pay for — MedicareHealth insurance is confusing enough, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
October 28, 2015
Popular Social Security Claiming Strategy Gutted in Budget BillThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
October 27, 2015
401(k) vs. Pension: Which Is Better?Here is a look at 4 stakeholder views on the question of 401(k)s efficacy, or inadequacy, in preparing the country for retirement.