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.
Only 26% of Americans Have an Estate Plan
By Michael S. FischerWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 17, 2024
Health Care and Retirement Expenses Stress American Women: SurveyPoll participants expressed strong support for federal policy solutions that could help with these issues.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
The Art of Using Borrowed Money to Pay for Life InsuranceShawn Goheen discusses this high-net-worth estate planning strategy and its potential pitfalls.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 10, 2024
Most Americans Now Fear Poverty in Retirement More Than DeathHigh inflation and Social Security concerns have people of all ages worried about life in retirement, a new poll finds.
April 10, 2024
Is Now a Good Time to Retire?How important is market timing to retirement success? In part, it depends on how well you plan.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.