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.
New Bill Would Raise Capital Gains Tax on Wealthy New Yorkers
By Allison BellThe new 7.5% tax could apply to single New York residents with a taxable income of over $400,000.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 18, 2022
Retiree Benefits Mostly Unscathed by Crypto FalloutAn exception is the Florida Retirement System, which said it invested $119 million of net-assets in Bitcoin, Ether and Solana.
October 26, 2022
The Holistic Advisor AdvantageA Northwestern Mutual distribution executive says seeing the big picture gives you an edge, in a down market and beyond.
October 24, 2022
Preparing for Disaster: Legal and Financial Planning for Clients Who Go MissingHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 20, 2022
Private Placement Life Insurance Will Get Through This: Michael MalloyA PPLI specialist looks at the scrutiny the arrangements are getting in Washington.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.