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.
Study targets Hispanic Boomers' view on health care, finance and consumerism
By Staff WriterProminent culture gaps continue to emerge within the boomer market. A new Focalyst study concludes there are "significant differences" between Hispanic Boomers' and the general...
Tax advantages: Now or later?
June 09, 2008
Greenspan unpluggedI had a chance to see Alan Greenspan at Pershing's Insite conference in Florida last week. I've seen Greenspan speak on previous occasions, but this...
June 09, 2008
Latest unemployment report little comfort for boomers clientsLosing your job when you're about to retire might throw a slight wrinkle into your financial plan. Older boomer clients will be anxious about the...
June 09, 2008
No to retirement, yes to gratificationSyndicated financial columnist Humberto Cruz writes that it's OK for your clients to delay retirement, but it doesn't mean doesn't mean postponing gratification, at least...
June 09, 2008
The economic impact of U.S. baby boomers (it ain't pretty)We want to call attention to a new report from McKinsey Global Institute, the academic arm of McKinsey & Co. The numbers are new, but...
June 03, 2008
Investing in themesTheme investing, like most other things, has its good and bad. If you're choosing funds by looking at broad trends, there are some issues to...