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.
Fuzzy retirement math
By John SullivanSee if you agree with following numbers from last year's study from Aon Consulting and Georgia State University, as reported by the Associated Press: "Someone with...
No boomer-driven asset bust
September 17, 2009
The very definition of sophomoricA business school professor I had used to marvel at the amount of opinions held with little or no analysis to back them up. Pretty...
September 17, 2009
Confirmed: Boomer sell-off won't crash economyMore confirmation that retiring baby boomers will not (repeat, will not) cause a drag on the economy. One question debated over and over is whether...
September 17, 2009
Boomers make up majority of uninsuredThe U.S. Census Bureau reported last week that the number of uninsured rose from 45.7 million in 2007 to 46.3 million in 2008. The majority...
September 16, 2009
Boomer women key to insurance reformIn an increasingly divisive debate, boomer women appear to be fairly united on the reform front. A survey by VibrantNation.com found 84 percent of boomer...
September 10, 2009
Sinking in a morass of misinformationBarn-burner of a speech, with some House of Lords-style harrumphing thrown in for good measure. In a perfectly-timed dovetail today, the U.S. Census Bureau reported...
September 03, 2009
Boomers find fiscal responsibilityAs we mentioned a few weeks ago, boomers are finally getting fiscally responsible -- just in time to screw everyone else. Cutbacks in spending by...
September 03, 2009
Pop quiz: What do you know about index annuities?It's meant for consumers, but sadly, far too many advisors will fail. The Wall Street Journal's Leslie Scism offers the following quiz on equity (or...