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.
Hartford 'Top 10 Investment Themes for 2010' Report Card Puts Dr. Bob 'On Probation'
By Joyce HansonIn a mid-term report card that reviews "Top 10 Investment Themes for 2010," "Dr. Bob" of The Hartford Mutual Funds, gave himself one A grade, four Bs, one C, no Ds, and four Fs for a variety of investing strategies in the first volatile half of 2010.
July 08, 2010
Stimulating Thoughts On Unemployment BenefitsJust got back from "across the pond," so to speak, and witnessed some of the best of what Europe has to offer. All well and...
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 06, 2010
Cerulli Global Report: Charities, Pensions Outpace Life Insurers' Demand for Alternative InvestmentsAs charity, endowment, and pension trustees become more sophisticated in their investment strategies, they demanding more from asset managers, says research firm Cerulli Associates in its July report focusing on global trends and data.
July 01, 2010
Insurance Update: A Wider Embrace of LTCThe Office of Personnel Man-agement (OPM) has announced that, as of July 1, long-term care (LTC) insurance coverage will be available for the same-sex partners...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
June 24, 2010
Treatment For Boomer Drug Abuse Increases, Falls For Alcohol AbuseIt's probably not a surprise at this point that boomers do drugs. A new study from the Substance Abuse and Mental Health Services Administration found...
June 24, 2010
Disability Rates Increase, Highest Among 50-59-Year-OldsA new survey from the Council for Disability Awareness found that while the number of disabled people received benefits has increased every year since 2004,...