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.
Financial Planning and Hiking on Half Dome
By Bob SeawrightReflections on a challenging Yosemite hike.
August 18, 2014
Factoring Medicare Part B Premiums Into Financial PlansSince Ive built my own financial planning software, I can forecast clients Medicare Part B premiums as part of their future expenses in retirement.
August 13, 2014
5 Big Life Events Driving Clients to Seek AdvicePeople who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
August 12, 2014
Top 5 Retirement Expectations of BoomersBaby boomers are retiring in droves. In five charts, here are their expectations for the future, according to IRI.
August 05, 2014
Single Parents Choose College Savings Over RetirementSingle parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
August 04, 2014
Minimizing the 3.8% Medicare Tax From Retirement Account DistributionsAdvisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
July 28, 2014
Bike Safety: Why Some Clients Might Need Additional InsuranceYes, you read that correctly. Bicycles. If you or your clients are under the impression that an auto, renter's or homeowner's insurance policy is an adequate way to cover today's bikesparticularly the sleek and expensive models favored by serious enthusiaststhink again.
July 24, 2014
Top 20 Cities With Most MillionairesTax havens and banking and financial centers have the largest shares of wealthy residents.