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.
Ethical Wills: A Good Way to Get Close to Clients
By Scott SchutteIt 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 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.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.
June 19, 2014
Billion-Dollar Pensions, Nonprofits Favor Equities — for NowNonprofits and pensions managing $1 billion or more in assets hold a substantial portion of their assets in equities, according to Market Strategies International.
June 09, 2014
HSAs: An Unconventional Retirement Income Planning ToolThe health savings account can actually function as a powerful retirement income planning vehicle for clients looking to supplement their retirement savings.
June 06, 2014
20 Best & Worst States for Military RetireesA WalletHub study determines the best places to retire from the military, even if you dont retire from working.
May 27, 2014
Social Security: Then, Now and the FutureTo understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
May 22, 2014
Honoring Advisors Who Serve(d): Memorial Day, 2014On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.