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.
Elders’ Risk of Falling Is Falling
By Marlene Y. SatterA Munich Re subsidiary has come up with a program to reduce falls among seniors and with them, insurance claims.
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.
May 18, 2015
30 Worst Paying College Majors: 2015Data collected by PayScale shows the university degrees with the least payback.
May 07, 2015
Retirement Is Changing to—Working?Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so theyre adding a fourth leg: work.