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.
Most Boomers Clueless on How Obamacare Affects Them: Nationwide
By Danielle AndrusFalse assumptions could derail retirees' ability to meet expenses in retirement, Nationwide Financial warns.
November 07, 2013
Americans to Congress: Hands Off Our Retirement AccountsA survey released by the Coalition to Protect Retirement found 87% of Americans think retirement accounts should be off limits to Congress.
November 01, 2013
Treasury, IRS Change FSA Use-or-Lose RuleTreasury Secretary Lew says the change is a "common-sense solution" to help people pay for health care.
October 25, 2013
Single Women Shopping for LTC Insurance Better Start NowThis spring, insurers started introducing new policies that charge single women between 40% and 60% more than their male counterparts, says AALTCI.
October 23, 2013
Start LTC Planning Now, Save a Bundle Later: GenworthFamilies could save almost $11,000 per year on out-of-pocket expenses for long-term care if they started planning a little earlier, a Genworth report found.
October 17, 2013
Top 12 Wealthiest Countries: 2013Where are the wealthy living? Here are the countries with the most high-net-worth individuals, according to Capgemini and RBC Wealth Management.
October 15, 2013
World’s Top 10 Retirement Systems That Beat America’sThe Melbourne Mercer Global Pension Index ranks the retirement income systems of 20 countries, providing a benchmark to gauge Social Security in the U.S.
October 14, 2013
How a Fast-Growing RIA Gets ReferralsThree tips from Scott Swenor, the CFO of a boutique RIA that generates unusually fast net organic growth, according to Schwab.