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.
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax Attorney
By Allison BellFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
March 01, 2024
12 Worst Tax States for High EarnersPeople earning $150,000 in these locales have a state and local tax rate topping 10%, WalletHub found.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
12 States With the Lowest Property TaxesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,869.
February 13, 2024
Older Investors Think They're Ready to Retire. Advisors Disagree.The disparity was especially acute around specific topics, such as Social Security and Medicare planning, Allspring found.
February 13, 2024
What Life Insurance Offers the LivingYounger Americans need agents' help getting the message that coverage protects their income and their future.
February 13, 2024
Educate Clients About Intergenerational Wealth TransferUncertainty about lifespans has changed how it works.