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.
Annuity Puzzle Solved: Don’t Buy Them
By Gil WeinreichDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.
June 18, 2013
Caution: Clients Who Volunteer Unknowingly Put Assets at RiskUmbrella and charitable directors and officers insurance can provide affordable protection for boomers who want to give back to the community, but also want to protect themselves and their assets.
June 05, 2013
Top 10 Biggest 529 College Savings Plans: 2013Here are the 10 biggest 529 college savings plans by AUM, asset growth and market share, as compiled by the Financial Research Corp.
May 28, 2013
GOP Senators Push Bill to Expand Access to HSAs, FSAsSens. Orrin Hatch and Marco Rubio have introduced legislation to expand and strengthen health savings accounts and flexible spending accounts.
May 13, 2013
Top 10 Most Expensive States for Long-Term Care: 2013Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworths annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
May 13, 2013
More Clients Will Be Hit With Higher Medicare Costs Under ObamacareUnder Obamacare, income-based Medicare premiums for both HNW and lower-net-worth clients clients may sharply rise. Here are your options.
May 02, 2013
What Can Advisors Do in Defense of Freedom and Opposition to Terror?AdvisorOne's Gil Weinreich speaks with freedom activist Ayaan Hirsi Ali about the fight for Western freedoms and how advisors can play a role, and the author adds his a post-script about his own brush with terror...
April 29, 2013
Investing for a Lifetime With Life-Cycle InvestingA decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisors businessperhaps even for the entire financial services industry.