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.
Employees Report Low Financial Stress—Maybe Too Low
By Danielle AndrusEmployees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.
May 14, 2012
Tom Nally: The 2012 IA 25 Extended ProfileHaving spent nearly 20 years serving registered investment advisors in TD Ameritrades RIA segment, Tom Nally is ready to face what may be his greatest challenge.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 09, 2012
The Most Effective and Cost-Efficient SRO for Advisors? FINRAFragmented oversight constitutes a serious risk for the Main Street investor; the established SRO is the best way to ameliorate that risk.
May 09, 2012
What Makes a Satisfying Retirement? Practice, Practice, PracticeIf advisors encourage clients to follow the Practice Retirement program, those clients can reap both financial and psychological benefits from age 60 to 70. Advisors can benefit in multiple ways as well.
May 07, 2012
Affluent Pre-Retirees ‘Terrified’ of Health CostsHalf of affluent pre-retirees say they are terrified of the effect health care costs will have on their retirement plans, according to a report released Monday by Nationwide Financial.
May 03, 2012
Double Down on Tax Benefits With HSAsIn todays uncertain tax environment, health savings can be as important as an actual retirement account to your clients financial security.
May 01, 2012
Single Workers in Danger of Hardships if DisabledA majority of single Americans would suffer a financial hardship if they were forced to stop working for six weeks or more, The Hartford announced on Monday.