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.
Why Uninsured Should Heed Obamacare Mandate Now
By John SullivanIts more than the cost; its long-term peace of mind, says CFP Board consumer advocate Eleanor Blayney.
September 09, 2013
20 Best & Worst States for Pension FundingPublic employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
September 06, 2013
Trillion-Dollar Asset Managers Rule Global AUM: CerulliThe worlds largest money manager, BlackRock, is still the only global asset manager with assets in excess of $3 trillion, according to Cerulli.
September 06, 2013
Spouses Who Plan Together Are Best Prepared to Retire: Behavioral StudyNew behavioral research predicts that discussion between pre-retirement spouses can lead to more success and less stress when they leave the work force.
September 05, 2013
How to Get Paid for Retirement-Plan Advice: Pretax DollarsIf youre giving advice to an individual company retirement plan, you can get paid directly from the Self Directed Brokerage Account option.
September 02, 2013
Health, Wealth & Family: The Lessons We All LearnThe author of 'The Glass Castle' intricately and emotionally describes struggles over survival, spending priorites and respect for others. We all learn from our families about money, for good or ill.
August 26, 2013
Exploring the New Generation of Term Life InsuranceTerm life insurance is finally being brought up to speed, with carriers jumping to differentiate their products in a crowded market.
August 23, 2013
Americans, and Their Money, Flee High-Tax StatesMuch is said about businesses' growth driving state economies. But cash brought by tax migrants from other states may dwarf their revenue.