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.
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By Staff WriterA recent survey by LegalZoom.com reveals that the creation of a last will or living trust is one of the most avoided topics between younger...
January 01, 2009
Extra CreditThe Big Three--Ford, GM, and Chrysler--had not yet even taken their corporate jets to Washington to beg Congress for a bailout when a bit of...
January 01, 2009
CreditworthyPeter Seneca, a partner at Securitas Global Risk Solutions LLC in Berwyn, Pennsylvania, says that credit insurance, in addition to protecting the receivables of a...
December 18, 2008
Care in a crisisQ. Given the economic crisis, many baby boomers believe they will be unable to pay for long term care insurance if they ever needed it...
December 17, 2008
403(b) compliance extension eases headaches for plan sponsorsAs the IRS has extended the 403(b) plan document compliance deadline, this gives plan sponsors an opportunity to rethink how their retirement plans are structured,...
December 16, 2008
Life insurers see continued ratings downgradesU.S. life insurer losses continue, and so will ratings downgrades, according to the Associated Press. This means continued volatility for stocks. The AP cites a research...
December 12, 2008
Businesses, seniors see pension relief through new legislationCongress approved legislation yesterday that will relieve businesses of making required contributions to their pension plans in the coming year. The plan will save billions...
December 11, 2008
A change of (retirement) plans39% -- Percentage of boomers with retirement savings who have altered, or plan to alter, their savings strategy due to the economic downturn. 43%...