Life Planning Strategies

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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.

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  Light a fire under your clients

  By Corey Dahl  |  June 14, 2013

  What the Black Forest Fire is teaching me about preparedness.

• Behind the rout in emerging-market stocks

  By Staff Writer  |  June 13, 2013

  Emerging markets haven’t been doing well lately. Pick a reason why.

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  3 trust changes you should tell your clients about

  By Tom Nawrocki  |  June 13, 2013

  New tax provisions will render some trusts useful (or useless) for your estate planning clients.

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  Father's Day: Time to reach out to underinsured dads

  By Mark Morris  |  June 13, 2013

  Life insurance purchases are increasingly lagging among dads.