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.
Older Investors Think They're Ready to Retire. Advisors Disagree.
By Michael S. FischerThe disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
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.