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.
Getting Clients to Share Their Secrets
By Gil WeinreichClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.
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.
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.