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.
Your Client’s Brain: The Incredibly Changeable Brain
By Olivia MellanDr. Daniel Siegels research rebuffs the notion that our brains are hard-wired from birth.
February 19, 2013
Goal-Based Wealth Management: Preparing Clients for RetirementWe are in the midst of a sea change in wealth management, heralded by the rise of online advice tools that clients will use to complement their advisor relationships.
February 06, 2013
Less-Trusting Millennial Investors Pose Challenge to AdvisorsMillennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.
January 21, 2013
Storm WarningJust a few days before Hurricane Sandy barreled up the East Coast, German reinsurance giant Munich Re issued a new report titled Severe Weather in North America revealing that weather disasters have hit North America far harder than they have the rest of the world.
January 17, 2013
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
January 16, 2013
The Future of Financial Advice? Maybe It’s Health CareI suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
January 15, 2013
Demand Grows for Business Succession Planning as Boomers RetireThe vast majority of financial planning professionals expect growth in this field in the next five years, according to a new survey.
January 11, 2013
Olivia Mitchell: Saving Social Security, With Lessons From Down UnderThe Wharton professor offers a unique policy proposal, inspired by programs overseas, that would strengthen Social Security without raising costs or cutting benefits.