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 10 Wall Street Crooks: Insider Trading
By Dan BermanUsing confidential information to make a mint is nothing new. Here are 10 that carried on that fine Wall Street tradition.
September 12, 2013
Why Uninsured Should Heed Obamacare Mandate NowIts more than the cost; its long-term peace of mind, says CFP Board consumer advocate Eleanor Blayney.
September 11, 2013
4 Reasons Americans Skip LTC InsuranceSCAN Foundation, a think tank, looks more deeply at why Americans fail to plan for LTC.
September 09, 2013
401(k)s Blasted as ‘Poorly Designed’: StudyA report from the Economic Policy Institute takes aim at 401(k)s, claiming they increase income inequality and were never intended to replace pensions.
September 09, 2013
20 Best & Worst States for Pension FundingPublic employees of some states find their retirement plans imperiled through bloated promises and mismanagement, while employees of other states are better off.
September 06, 2013
Trillion-Dollar Asset Managers Rule Global AUM: CerulliThe worlds largest money manager, BlackRock, is still the only global asset manager with assets in excess of $3 trillion, according to Cerulli.
September 06, 2013
Spouses Who Plan Together Are Best Prepared to Retire: Behavioral StudyNew behavioral research predicts that discussion between pre-retirement spouses can lead to more success and less stress when they leave the work force.
September 05, 2013
How to Get Paid for Retirement-Plan Advice: Pretax DollarsIf youre giving advice to an individual company retirement plan, you can get paid directly from the Self Directed Brokerage Account option.