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.
Financial Advisors and Social Media—Shall We Dance?
By Greg FriedmanIn advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.
November 23, 2011
A Rational Look at a Much Maligned ProductFew products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...
November 12, 2011
Stuart DePina of Tamarac on New Advisor Xi Platform: Schwab Impact VideoTamarac's CEO tells AdvisorOne's Jamie Green about the launch of Advisor Xi, its new integrated software platform for RIAs, developed with input from its advisor advisory board.
November 12, 2011
An Annuity Alternative to LTC InsuranceCan LTC annuities supplement or expand the LTC portion of your practice?
November 11, 2011
One Man’s Quest to Find an Indie RIA BuyerWhen Harry Rady flew to New York from San Diego recently, he was on a mission: to find an independent RIA that would buy him out.
November 07, 2011
Target-Date Funds Payout Often Misunderstood: SurveyDefined contribution plan participants, by and large, understand what target-date funds are and how they work, with a notable exception: they have unrealistic expectations about what those funds will provide upon retirement, according to a survey from AllianceBernstein released Monday.
November 02, 2011
Americans in Denial About Need for Long-Term Care: StudyLooks like long-term care is still a source of confusion if not outright denial for most Americans.
October 26, 2011
The Great Retirement RethinkRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....