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.
3 Lifestyle Changes for Clients Who Are New to Wealth
By Ken EylerA penny protected is a penny earned.
November 20, 2023
S&P 500 Rally May Be at Risk After 9.6% Gain in 3 WeeksRick Bensignor, a former Morgan Stanley strategist, suggests trimming exposure by midweek if the gauge nears 4,560.
November 17, 2023
10 Dividend Stocks to Buy Now: MorningstarSome quality companies with undervalued stock prices have the stability to maintain dividends in tough economic times.
November 17, 2023
Biden Signs Bill Averting Shutdown, Teeing Up 2024 Budget BattleThe White House confirmed the move in a statement early Friday, less than a day before existing funding would have expired.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 13, 2023
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate GuidanceRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 13, 2023
6 Scenarios When Advisors Must Deliver Bad NewsWhen clients need to hear unpleasant information, it is best to get it done quickly.
November 09, 2023
IRS Announces Tax Inflation Adjustments for 2024The Internal Revenue Service just posted standard deductions and other adjustments for 60-plus 2024 tax provisions.