Life Planning Strategies

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  Overhaul of TDFs in the works

  By Paula Aven Gladych  |  June 19, 2013

  Target-date funds have been a boon to the investment industry, but some big changes could be on the way.

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  Retirement savings: It’s not about the account balance

  By Jeffrey Smith  |  June 19, 2013

  Whole life can create a more stable savings plan — and help tear your clients away from the stock ticker.

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  Whole life vs. term: There’s a clear winner here

  By Peter R. Magni  |  June 19, 2013

  Term bests whole life only when it comes to price.

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  Most trust donors retain control of investments

  By Warren S. Hersch  |  June 19, 2013

  Personal trust assets account for one-quarter of total assets under administration at independent trust companies.

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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.