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.
Top 5 Most Read Stories: LTC Tax Changes; PIMCO's Gross on Bond Market
By Editorial StaffThese are AdvisorOne's Top 5 Most Read Stories for the week of Nov. 8.
October 26, 2010
Top 5 Most Expensive, Top 5 Cheapest States for Nursing Home/Assisted Living CareAlaska is the most expensive state for nursing home care. According to a survey released Tuesday by Metlife's Mature Market Institute, the average cost for...
October 26, 2010
Aite Rates Best Software for AdvisorsAs advisors grow more reliant than ever on software to track their clients' accounts, Aite Group has released a report that rates 11 major technology players' financial planning platforms.
October 21, 2010
The Case for a Healthcare Advocate, Part III: Navigating the Medicare MazeFor your clients, family members, and yourself, keep a simple document on hand that lists your medical and emergency data and contacts. Simple but effective.
October 20, 2010
Gender Gap Persists in Life Insurance CoverageA recent report found that while men and women share similar financial goals, women report feeling more overwhelmed and less confident about their financial plans.
October 13, 2010
Harris Private Bank Uses YouTube to Engage on Elder CareBaby boomers in search of help when it comes to elder care planning have a new place to go: YouTube, courtesy of Harris Private Bank.
October 12, 2010
Long-Term Caregivers Lose Money, Opportunities: Genworth StudyAnyone who's been a caregiver for someone in need of long-term care already knows this is true, but a new study confirms it: caregivers suffer from stress, lose job opportunities and may have more disputes with other family members.
October 12, 2010
Use of Adult Day Services Centers Are on the RiseThe number of adult day services centers has increased 35% in the United States since 2002, a report from the MetLife Mature Market Institute reported Tuesday.