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.
10 Best Cities for Jobs in Financial Services: 2013
By Dan BermanA mix of big and small metropolitan areas make the grade on Accounting Principals annual list.
September 11, 2013
4 Reasons Americans Skip LTC InsuranceSCAN Foundation, a think tank, looks more deeply at why Americans fail to plan for LTC.
September 09, 2013
401(k)s Blasted as ‘Poorly Designed’: StudyA report from the Economic Policy Institute takes aim at 401(k)s, claiming they increase income inequality and were never intended to replace pensions.
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.