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.
What a Shutdown Means for Social Security, Medicare
By Melanie WaddellWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
August 28, 2023
10 Top Retirement Trends to Watch in 2023Adults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 07, 2023
Warn Clients They Can Lose the Ability to Buy Life InsuranceHowever, USAA Life's president recommends compassion for late applicants.
August 03, 2023
Taxpayers' Gift Tax Bill Rose to $2.8 Billion in 2021A newly released table for 2021 shows that 1,101 taxpayers owed $1 million or more.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.