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.
Here comes the sun?
By Staff WriterNiche ETFs like the solar fund recently launched by Market Vectors are increasingly popular among investors concerned about which companies their portfolios are invested in,...
May 28, 2008
Limiting bid-ask spreadsClients in exchange-traded funds can't avoid the trading cost caused by "bid-ask spreads" - the small premiums they pay every time they buy and sell....
May 28, 2008
Boomer politics15% - Percentage of people born in 1946 who say they were more conservative and have become more liberal. 20% - Percentage of boomers...
May 28, 2008
IRAs: Incomprehensible retirement accounts?Although 71 percent of people surveyed feel IRAs are worth investing in for retirement income, only 48 percent of people 50 or older actually have...
May 28, 2008
A really weird trend of the weekIn what can only be described as a sign of the times, Goldman Sachs suffered its first decline in year-over-year earnings in 11 quarters and...
May 28, 2008
Credit crunch hits college fundingBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...
May 28, 2008
The broker/dealer switch listDo I want to affiliate with a high profile or low profile broker/dealer? Advisors generally fall into one of two categories: those who want the...
May 28, 2008
Boomers on the move - and not to where you'd thinkThink all retirees flock to Florida? Not so, reports the Associated Press. Retirees are increasingly likely to pick snow over sunshine for their later years. The...