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.
21 Best-Paying Jobs for College Business Majors: 2023
By Michael S. FischerFinancial advisor is one of the most well-compensated business jobs at mid-career, according to Payscale.
December 04, 2023
A Closer Look at the DOL's Proposed Rollover RuleThe updates would maintain a commitment to ensuring that fiduciary advice is provided in retirement investors' best interest.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 28, 2023
Top 15 U.S. Cities Where Millennials Moved in 2022The migration of 25- to 44-year-olds tends to affect housing markets, small businesses and social dynamics.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 21, 2023
Here's How Much Money People Think They Need to Be Happy: SurveyPeople with a detailed financial plan reported higher levels of money-related happiness.
November 21, 2023
How the Ramsey vs. 'Supernerds' 4% Spat Helps RetireesThe heated debate about "safe" spending in retirement shows how tough the process really is.