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.
More Than Half of Americans Want to Retire Gradually: Survey
By Michael S. FischerGen Z anticipates leaving the workforce at 55, according to Principal Financial's Well-Being Index.
January 03, 2024
Jamie Hopkins: 8 Big Retirement Lessons for 2024From contending with inflation to confronting greater longevity, retirees are grappling with a lot.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 26, 2023
Next Up: Medicare Advantage Open EnrollmentFrom January through March, clients with Medicare Advantage can make changes to their plan.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.