Life Planning Strategies

• A hospital CEO promises more price transparency and makes rivals squirm

  By Staff Writer  |  May 20, 2013

  Are we nearing the time when we can shop around for medical procedures?

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  SIFMA names former Sen. Gregg as CEO

  By Melanie Waddell  |  May 20, 2013

  SIFMA announced Monday that former Sen. Judd Gregg has been appointed CEO and that Ken Bentsen, acting president and CEO, is now president.

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  Rising health costs remain top concern of affluent

  By Warren S. Hersch  |  May 20, 2013

  The survey finds that rising healthcare expenses remain a top concern of 80 percent of mass affluent investors. This is down from 84 percent in October 2012 and 89 percent in April of 2012.

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  ING U.S. adds Global Perspectives Fund

  By Noah Guillaume  |  May 20, 2013

  The fund has a standard allocation, but does allow adjustment in uncertain times based on market fundamentals.

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  Did portability kill the credit shelter trust?

  By Robert Bloink and William H. Byrnes  |  May 20, 2013

  Estate tax changes have made credit shelter trusts useless ... right?

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  “Star Trek” premiere and the problem with “fiduciary”

  By Chris Carosa  |  May 17, 2013

  If being a fiduciary is all about building trust, what happens when no one trusts the word fiduciary?

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  Advisors find retirement income planning a challenge

  By Warren S. Hersch  |  May 17, 2013

  Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging.

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  West Virginia files 69 unclaimed property suits

  By Arthur D. Postal  |  May 17, 2013

  Different from those in other states, the suits demand payment of penalties and punitive interest.

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  The full-service fiduciary

  By Ryan Kus  |  May 17, 2013

  Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready?

• White House mistakes hand Republicans fuel to hit Obama

  By Staff Writer  |  May 16, 2013

  Christmas came early for the Republicans with three White House mistakes.