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.
HSAs: An Unconventional Retirement Income Planning Tool
By Robert Bloink, William H. ByrnesThe health savings account can actually function as a powerful retirement income planning vehicle for clients looking to supplement their retirement savings.
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.
April 28, 2014
Dead to Rights: Insurers Struggle to Award BeneficiariesWhen insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
April 22, 2014
Mariner Wealth Buys New Jersey RIA With $817M in AUMCEO Marty Bicknell doesnt mind the term rollup firm, but he says there's a difference between Mariner and other firms that acquire RIAs.
April 21, 2014
The Most Important Economics Book Ever Is All WrongThomas Pikettys Capital in the Twenty-First Century has been lavishly praised by reviewers; so whats the problem? Quite a few things.
April 07, 2014
An Overlooked Post-Retirement Health Care StrategyWhile not for everyone, putting a traditional retirement account to work with an HSA is a tax-preferred way to cover health care costs in retirement.
April 07, 2014
14 Best Paying Jobs for College Business Majors: 2014Thousands of college students graduate every year with business majors, but which jobs offer the best paying career path?
March 28, 2014
HSAs and Taxes: How to Handle Transfers and RolloversTax Facts experts explain the details and pitfalls of health savings accounts.