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.
Boomer retirement: "When it's over, will America look better, worse, or just different?"
By John SullivanMegan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...
May 28, 2008
Optimizing profitabilityIn "How to Value, Buy, or Sell a Financial Advisory Practice," authors Mark Tibergien and Owen Dahl suggest poor operating profits are a result of...
May 28, 2008
Zero coupon bondsZero coupon bonds defer interest until the bond matures, allowing investors to purchase a bond at a deep discount and collect a lump sum at...
May 28, 2008
Health care industry unprepared for boomersScary news. As the first of the nation's 78 million baby boomers reach age 65 in 2011, they face a health care work force that...
May 28, 2008
The Greenspan guarantee - what's it really worth?In a story related to our Trend of the Week, Alan Greenspan announced he's joining John Paulson's hedge fund as a member of the advisory...
May 28, 2008
Lincoln launches new lifetime productLincoln Financial Group has launched an optional benefit rider, Lincoln Lifetime Income Advantage. The rider offers several features to provide more flexibility and control for...
May 28, 2008
Why is the stock market going up?"The economy is barely growing, oil prices keep climbing, housing remains in a funk -- and yet stocks are rebounding." Why? That's the question Gregory...