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.
Most Americans Now Fear Poverty in Retirement More Than Death
By John ManganaroHigh inflation and Social Security concerns have people of all ages worried about life in retirement, a new poll finds.
April 04, 2024
PGIM Launches 3 Retirement Spending FundsThe funds' varied risk levels give investors options that take into account both essential and flexible spending goals.
April 04, 2024
12 States Where Homebuyers Need a Six-Figure IncomeAffordability is a hurdle in a growing number of locations, an analysis by Bankrate found.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
April 01, 2024
15 States With the Lowest Tax Rates: 2024U.S. households pay often drastically different amounts, and types, of state and local taxes.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 19, 2024
How to Boost Client Confidence, According to ResearchAdvisors must "get inside the hearts and minds of clients in a more robust way," Julie Littlechild says.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.