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.
Americans Worry About Retirement Savings Shortfall: Survey
By Michael S. FischerConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 07, 2024
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 YearsAbout 45 million U.S. residents have died since the estate planning regulations appeared.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 02, 2024
This Overlooked Secure 2.0 Change Helps Business-Owning SpousesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
May 01, 2024
15 U.S. Cities Where It Takes the Most Income to Be Middle ClassIn six cities, a household can bring in more than $300,000 and still fit the definition, SmartAsset found.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.
April 24, 2024
Two-Thirds of Peak Boomers Aren't Ready for Retirement: StudyFifty-three percent of respondents nearing agde 65 have assets of $250,000 or less, a study found.