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.
12 Best States for Retirement: 2019
By Michael S. FischerWalletHub found a big difference in costs among the states, which were also ranked on health care and quality of life.
October 24, 2018
Top 15 Most Expensive States for Long-Term Care: 2018The cost of various types of care has risen as much as 67% nationally in the last decade, Genworth reports.
September 26, 2018
VA Is Tightening Rules on LTC Benefit for VeteransNew regulations for the Aid and Attendance program, which helps veterans cover long-term care, take effect in October.
September 20, 2018
Another Big Insurer Posts Another Big LTC Insurance ChargeEvercore analysts say the company could end up taking more charges.
September 05, 2018
529 ABLE Accounts: The Special Needs Planning Tool Advisors OverlookAdvisor Kathleen Oberneder tells ThinkAdvisor why these accounts go underused and how she plans for her own daughter with Down syndrome.
August 10, 2018
The Good News and Bad News About Retirees' Health Care CostsExpectations for 2019 and 2020 are very different.
July 30, 2018
10 Issues to Resolve So You Can Succeed at Seminar MarketingThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
May 23, 2018
Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)New studies show growing financial independence and declining poverty among widows. Here's what advisors should know.