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.
Popular Social Security Claiming Strategy Gutted in Budget Bill
By Melanie WaddellThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
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.
October 22, 2015
4 Financial Planning Steps for Clients With Alzheimer’sAdvisors should address these issues with clients early while they can still make their own decisions about their care.
October 21, 2015
13 Countries With Better Retirement Systems Than U.S.Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
October 20, 2015
Advisors, Consumers Need More Information on Long-Term Care PlanningLong-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
October 20, 2015
QLACs Can Simplify the Retirement Income Planning GameQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.