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.
Longevity Annuities: Their Time Has Come
By Michael FinkeNew rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
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.
December 04, 2014
How Will AUM Advisors Weather the Next Market Downturn?With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
December 02, 2014
For Investors, Guaranteed Retirement Money Trumps GrowthConcern over retirement income far outweighs investors interest in portfolio growth.
December 01, 2014
Court Blocks Restrictive State Medicaid Annuity PracticesAn Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
November 25, 2014
Clients Showing Signs of Dementia: The Advisor’s RoleDont drop your aging clients at the first sign of cognitive impairment. Alternatives exist if youre prepared.