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.
Putting IRAs to work
By Staff WriterAccording to a survey by AARP Financial, 38 percent of workers over 50 do not understand how an IRA works. Helping clients save for their...
Add exit planning to your arsenal
Sandwich generation just got tighter
May 28, 2008
Charitable spending75% - Percentage of all baby boomers' contributions donated to charities focusing on health, education, disaster relief, and arts and culture. 25% - Percentage...
May 28, 2008
What to look for in the right broker/dealer matchA match in strengths - What do they specialize in (retirement plans, insurance, tax-efficiency)? A match in culture - Small, medium, large? Family atmosphere...
May 28, 2008
Boomer marketing strategies reach new heightsHere's an obvious point that, sadly, too many advisors are still missing. In order to increase their business, advisors should focus on a niche. But...
May 28, 2008
Variable interest entitiesA fresh source of worry for banks who thought they could make it out of the credit crisis unscathed: variable interest entities. VIEs sell short-term...
May 28, 2008
Boomer Impact18% - Percentage of boomers who say they do not like the term "retirement." 17% - Percentage of older Americans who say they do...
May 28, 2008
Greenspan's irrational apathyLook, I love Alan Greenspan and all he did for the economy under his Fed stewardship. To me, he was the perfect example of what...
May 28, 2008
Here comes the sun?Niche ETFs like the solar fund recently launched by Market Vectors are increasingly popular among investors concerned about which companies their portfolios are invested in,...