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.
Educate Clients About Intergenerational Wealth Transfer
By Charles CardenasUncertainty about lifespans has changed how it works.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
February 01, 2024
Jeremy Grantham Warns Investors to 'Be Quite Careful' as Big Risks LoomThe GMO co-founder tells ThinkAdvisor his 2024 market predictions and where to invest now.
January 30, 2024
What to Know About the Feds' New Ownership Reporting RulesBusiness owners and investors should file any beneficial ownership reports that FinCEN will take, accountant Kenneth Dettman suggests.
January 29, 2024
New Bill Repeals Social Security Tax, Raises Cap on WealthyIt would "be fully paid for by raising the cap for individuals earning more than $250,000 annually," said Rep. Yadira Caraveo.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 26, 2024
12 Most Expensive U.S. Cities for Those Earning $100,000How far six figures goes varies widely depending on taxes and basic living expenses, GOBankingRates research found.
January 25, 2024
Swiss Re Underwriter Hopes Death Rates Will ImproveWith the "COVID hangover," Julien Descombes says, mortality remains 5% to 10% higher than it used to be.