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 Agents Should Know About How Medicare Covers Ostomy Products
By Mica PhillipsMore than 750,000 people in the United States have ostomies.
July 13, 2021
Is It Time to Overhaul America's Social Insurance System?A new report considers changes in social insurance programs, from workforce training to health care, as the U.S. recovers from COVID.
June 18, 2021
Advisors Embrace Financial Education for Students: SurveyTwo-thirds of advisors said they expect financial education to be part of their future business model, new research from MoneyGuide has found.
June 11, 2021
5 Life and Retirement Traps for Cross-Border ClientsTerry Ritchie says cross-border clients need skilled advisors.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.
June 10, 2021
10 Most Livable Cities in the World: 2021The pandemic caused upheaval in the the Economist Intelligence Unit's annual ranking; several U.S. cities rose.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.
May 18, 2021
Supreme Court Strips Lawsuit Protection From IRS Reporting RulesThe court ruled that taxpayers can sue over IRS reporting rules without violating the rules.