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.
Record Pension Gap Threatens 2013 Company Earnings: Mercer
By Joyce HansonFalling interest rates were the cause of pension plans losses despite overall annual asset growth of approximately 16% in the stock market.
December 20, 2012
401(k) Fee Transparency: Best & Worst ProvidersDalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.
December 19, 2012
Prudential Case Study Weighs Impact of Risk on Retirement OutcomesConsumers buy insurance for their homes, carswhy not retirement?
December 18, 2012
Rational Gift Giving: How Advisors Can Help ClientsAdvisors still have an opportunity to speak with their clients to get them to see the long-term effects that holiday overspending could have on their wealth by appealing to the economic rationality and self-control that are in every human being.
December 12, 2012
To Use Medicaid for LTC, Clients Give Away Wealth, Advisors SayA Nationwide Financial survey found 42% of advisors saying their clients wanted to intentionally impoverish themselves to qualify for Medicaid.
December 11, 2012
How’d They Do? Judging Best 5 Investment Picks for 2012For their investment predictions last year, the experts at MFS and ING picked the tech sector, mid-caps and more as best bets for 2012. Here's how their picks fared.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 21, 2012
Is Book Collecting a Smart Investment?Professional book collectors and advisors share their advice on this niche market.