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.
Elderly Spend Nearly 20% of Income on Health Care: EBRI
By Matthew SternThe 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 05, 2015
5 Hot Retirement Planning Topics for 2015QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
February 02, 2015
Longevity Annuities: Their Time Has ComeNew rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
December 16, 2014
Genworth Named Best for LTC and Life Insurance Service: DalbarGenworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
December 15, 2014
Investors Say No to FINRA’s CARDS Plan"Data from this survey reveals that investors have serious concerns about the CARDS proposal and the risks such a system could pose to their privacy," says SIFMA CEO Bentsen.
December 12, 2014
Under the Hood: What You Need to Know About Sequence of Returns in RetirementThe order of a portfolios returns is just as important, if not more so, than the amount of those returns, especially in retirement.
December 09, 2014
Use of TDFs Surges in 401(k)sThe use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.
December 08, 2014
In Search of the Best Financial Planning Software: IntegrationAs I near my decision on which financial planning software to choose, a last-minute integration issue arises.