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 States With Biggest Estate Tax Bills
By Allison BellNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 20, 2024
15 Best States for Seniors: 2024A law firm's ranking included health care, long-term care, safety, average temperature and cost of living.
June 17, 2024
Connelly v. IRS Makes Buy-Sell Agreements More ImportantThe author predicts that life insurance will continue to play a role as a funding vehicle.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
May 30, 2024
15 Best U.S. Cities to Raise a Family: 2024WalletHub ranked 182 cities on criteria like education, child care, affordability and family fun.
May 28, 2024
How Millennials and Gen Z Plan to Use InheritancesNearly 8 in 10 respondents to a Blueprint survey said they planned to save or invest the money.
May 23, 2024
How to Calculate RMDs for Inherited IRAsThe penalty waivers the IRS has offered each year since 2020 for missed RMDs have created some confusion.
May 20, 2024
12 Best States for Military Retirees: 2024WalletHub factored in economic environment, including taxes; quality of life; and health care in its latest rankings.