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.
How Social Security Gets Used Up on Health Care
By Ed McCarthyA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
May 26, 2022
Making the Case for Disability Insurance to ClientsIf they lose their income, how will their retirement plans, or other plans, happen?
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
April 28, 2022
An Advisor's Guide to WillsMaking sure clients are prepared is the most critical service you can provide.
March 09, 2022
COVID-19 Drove 25% Increase in U.S. Deaths in JanuaryThe new numbers raise new questions about how retirement specialists should think about longevity.
February 24, 2022
Identity Fraud and Theft Increased Ahead of Tax Season: ReportFraudulent creation of new credit and loan accounts rose 61% from 2020 to 2021, Allstate Identity Protection found.