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.
Court Blocks Restrictive State Medicaid Annuity Practices
By Robert Bloink, William H. ByrnesAn 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 24, 2014
Long-Term CarelessDiscussing long-term care insurance can be toughassuming advisors can get their clients to discuss it at all.
November 24, 2014
Under the Hood: Life Expectancy and Financial PlanningTo make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
November 24, 2014
El-Erian Tells Investors to Sell StockThe Allianz economic advisor sees a bumpy road ahead and warns investors to keep some "dry powder" on hand.
November 20, 2014
10 Job Skills Employers Want From College GradsWhat employers are looking for is not so much a specific major but a set of skills that are sorely lacking in the job market.
November 18, 2014
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014The third quarter saw several firms get hit with problems, while others were able boost their financial results.
November 17, 2014
Losing a Spouse Hits Women Harder Than MenWomen were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
November 16, 2014
15 Colleges With Best Paying Graduate Degrees: 2014Is a master's degree worth the steep cost? That depends partially on where you choose to get it.