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.
Social Security: Then, Now and the Future
By Mike PattonTo 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.
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.
March 28, 2014
Despite Their Financial Power, Women Save Less Than Men: MerrillWomen tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
March 17, 2014
Retirement Income Windfall: How to Get a Social Security Lump-Sum PaymentBy creatively timing when your client first receives Social Security payments, that client can receive a lump-sum payment that can unlock many options.