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.
When Surrender Leads to Success
By Marc Finer, James BrockwayA 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 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.
October 27, 2015
8 Huge Financial Meltdowns by Major League Baseball PlayersPoor investments, scam artists and just plain old profligate spending are pitfalls some players cant avoid.
October 26, 2015
Why Ken Fisher Hates AnnuitiesThe Fisher Investments founder tells ThinkAdvisor about what he calls the lies annuity salespeople tell and how he buys clients out of their surrender fees.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.