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.
Start LTC Planning Now, Save a Bundle Later: Genworth
By Danielle AndrusFamilies 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 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.
October 14, 2013
Bob Rodriguez Grades Obama, Calls Government ‘Chaos’ Top ThreatFirst Pacific CEO Robert Rodriguez talked with ThinkAdvisor about the debt debacle, Janet Yellen and the uselessness of regulation.
October 11, 2013
Financial Wellness Paves New Career Track for AdvisorsAs financial planning students look around for career opportunities, Financial Finesse suggests a slightly different track is presenting itself.
October 11, 2013
10 Worst States for Business TaxesThe Tax Foundations 2014 State Business Tax Climate Index used five key factors to determine rankings, with these states being the most burdensome
October 10, 2013
Financial Plans: Don’t Have ‘Em, Don’t Need ‘EmMore than a quarter of Americans dont have a financial plan, and 38% of those dont have any intention of creating one, says Nationwide Funds.
October 10, 2013
10 Best States for Business TaxesThe Tax Foundation released its 2014 State Business Tax Climate Index, which used five key factors to determine rankings.
October 09, 2013
Top 10 Biggest Lottery-Winning LosersTaking the money and running to fulfill financial fantasies without good financial advice led these winners down the path of ruin.