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.
Single Parents Choose College Savings Over Retirement
By Sabrina BachaiSingle parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
July 24, 2014
Top 20 Cities With Most MillionairesTax havens and banking and financial centers have the largest shares of wealthy residents.
July 24, 2014
I Was a 401(k) Robo-Advisor and Didn’t Know ItThere are straightforward ways to work with new and existing clients and technology to boost your business.
July 23, 2014
10 Best & Worst States for RetirementTaxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
July 11, 2014
Top Portfolio Products: Multi-Strategy ETF Launched by AdvisorSharesPlus, Invesco PowerShares outlines changes to its municipal bond ETFs.
July 10, 2014
Top 12 Countries With Most Millionaires: 2014Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
July 10, 2014
A Pioneer Continues to Sound the Women's Retirement Security AlarmWhile women have grown in their financial knowledge and power since WISER's Cindy Hounsell started educating them 20 years ago, challenges persist.