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.
7 Reasons Millennials Decide to Make Estate Plans
By Allison BellThese are the life events prompting them to think ahead, according to Trust & Will.
April 26, 2023
House Passes Debt-Limit Bill That Trims Social Security Administration BudgetThe bill, unlikely to pass in the Senate, would "responsibly raise the debt limit," said Rep. Patrick McHenry.
April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social SecurityThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 05, 2023
Why It's Time to Drop the 'Set It & Forget It' 4% RuleBalancing spending on lifestyle goals and risk is part art and part science, says advisor Mark Berg, a recent guest on a Morningstar podcast.
April 03, 2023
7 New Social Security Bills in Congress NowOne bill aims to guarantee benefits during a debt limit standoff, for instance; another would raise benefits by over $2,000 a year.
March 27, 2023
The Real Secret to Retirement HappinessHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.
February 15, 2023
10 Types of Great Prospects You Can Find All Around YouIdentify these people's needs and see if you can help them.