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.
Treasury, IRS Change FSA Use-or-Lose Rule
By Melanie WaddellTreasury Secretary Lew says the change is a "common-sense solution" to help people pay for health care.
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.
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.