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.
Black Women Business Owners Need Advisors' Attention: Danielle Byrd Thompson
By Allison BellThe Equitable advisor sees many with complicated, unmet planning needs.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
November 21, 2022
How Reforming Social Security, Medicare Can Be DoneThe GOP wants to mitigate rising costs by, among other things, raising the eligibility age for Medicare to 67 for those born after 1960.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 18, 2022
Retiree Benefits Mostly Unscathed by Crypto FalloutAn exception is the Florida Retirement System, which said it invested $119 million of net-assets in Bitcoin, Ether and Solana.
October 26, 2022
The Holistic Advisor AdvantageA Northwestern Mutual distribution executive says seeing the big picture gives you an edge, in a down market and beyond.
October 24, 2022
Preparing for Disaster: Legal and Financial Planning for Clients Who Go MissingHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 20, 2022
Private Placement Life Insurance Will Get Through This: Michael MalloyA PPLI specialist looks at the scrutiny the arrangements are getting in Washington.