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.
30 Worst Paying College Majors: 2015
By Dan BermanData collected by PayScale shows the university degrees with the least payback.
April 27, 2015
Top 15 Most Expensive States for Long-Term Care: 2015Paying for health care is a top boomer retirement worry and in these states, its easy to see why.
March 26, 2015
10 Best States for Retirement: 2015Crime, weather and taxes factor into how the states stack up, according to Bankrate.
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.