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.
(Pet) Protection Money
By Marlene Y. SatterAdvisors can provide additional value by helping clients protect beloved pets when theyre no longer able to care for them.
March 04, 2015
King vs. Burwell: 5 Patches for PPACA if Court Cuts SubsidiesIf the Supreme Court kills federal exchange subsidies, what happens on July 1?
March 02, 2015
Going Long, Staying CoveredSurveys have shown that many people either plan to delay retirement or aren't planning on ever retiring.
March 02, 2015
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—SlideshowWhile advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 24, 2015
Fidelity Merges Clearing and Custody Arms; Launches Tech UnitThe combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.
February 23, 2015
Elderly Spend Nearly 20% of Income on Health Care: EBRIThe average yearly out-of-pocket cost of health care for seniors 85 and older is $6,603 per household, according to a comprehensive national study.
February 19, 2015
LPL Beats Q4 Estimates, Tops 14,000 RepsEarnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.