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.
Boomers on the move - and not to where you'd think
By Staff WriterThink 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...
May 28, 2008
Building your emotional portfolioAdvisors who can identify their own emotional responses and diffuse them can improve productivity, according to Hendrie Weisinger. In his book, "The Emotionally Intelligent Financial...
May 28, 2008
Top 12 advisor mistakesThere's a good reason financial planners and advisors end up with a job rather than a business, according to Don Schreiber, Jr. Here are what...
May 28, 2008
Shifting retirement landscape drives financial software innovationFinancial planning software is only as good as the advisor who uses it. However, it is an indispensible tool to a successful boomer retirement. The...
May 28, 2008
Balance quantity and quality to retain clientsServing your clients well depends on finding the right balance between the number of relationships and what each relationship is worth, according to David Mullen,...
May 28, 2008
Rewarding poor performanceHere's a surprise. According to the Financial Times, assets at the largest U.S. hedge funds grew by more than a third last year, despite heavy...
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...
May 28, 2008
Forever blowing bubblesBefore the current subprime mess hit, too many people referred to the situation as a housing bubble. Incorrect. I've said for some time it was...