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.
Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
By James J. GreenAbby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
August 03, 2015
Funding a Cure for Childhood DiseasesIn June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
August 03, 2015
Advising the Squeezed ‘Sandwich Generation’Clients supporting both parents and kids pose unique challenges and opportunities.
July 27, 2015
Maximizing Health Savings: HSA or FSA?As out-of-pocket health-related expenses rise, finding a tax-preferred funding method has become critical. So, health savings accounts or flexible spending accounts? Or both?
June 26, 2015
Now You Can Get Married, Gay or Not. Here’s What You Gain — and LoseNow that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
June 01, 2015
Flight Risk: What to Look for in Drone CoverageDrones frequently make headlines these days, but they may also play a role in your clients businesses, exposing them to unseen risks.
June 01, 2015
How to Dodge the New Medicare Surcharge BulletThe new Medicare Doc Fix law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
May 29, 2015
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical PerspectivesOf the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.