Life Planning Strategies

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  Cerulli: Flexibility is key in choice of managed account programs

  By Warren S. Hersch  |  June 18, 2013

  Most financial advisors identify flexibility to choose asset allocations as important when deciding which managed account programs to use, according to a new report.

• World economic group calls for global exchange of tax information to fight evasion

  By Staff Writer  |  June 18, 2013

  Should countries band together to share information to reclaim tax revenue from money shuffled offshore?

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  Former NASCAR racer: Did he have life insurance?

  By Jenna Fryer  |  June 18, 2013

  Jason Leffler, who died in a sprint car accident last week, planned ... but maybe not with life insurance.

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  Cash balance retirement plans enjoy rapid rise

  By Warren S. Hersch  |  June 17, 2013

  The report pegs the number of cash balance defined benefits plans in 2012 at 9,115, up from 7,926 in 2011.

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  Small biz owners see harm in retirement shortfall

  By Warren S. Hersch  |  June 17, 2013

  A strong majority of small business owners agree that lack of retirement security can hurt business and the economy .

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  The not-so-irrevocable trust: Unlocking trust assets

  By Robert Bloink and William H. Byrnes  |  June 17, 2013

  If plans have changed, clients can terminate a trust they no longer need.

• Why men die younger than women: The ‘guys are fragile’ thesis

  By Staff Writer  |  June 17, 2013

  Men are fragile? A man in New Zealand begs to differ.

• Tax reformers ready to hit the road

  By Staff Writer  |  June 14, 2013

  In a rewrite of the tax code, what would you like to see?

• Americans' confidence in banks up for first time in years

  By Staff Writer  |  June 14, 2013

  Confidence is up 5 percentage points since its record low a year ago.

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  Culturally diverse boards see competitive advantage

  By Warren S. Hersch  |  June 14, 2013

  Culturally diverse boards have yielded significant returns on investment for companies across industries.