Life Planning Strategies

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  Canadians stressed over unexpected expenses

  By Maria Wood  |  May 16, 2013

  The majority of Canadians worry that a major life event, like a disability or death of a spouse, would devastate their finances.

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  Buffett

  By Richard Hoe  |  May 16, 2013

  Why I'm a fan of Berkshire Hathaway.

• Credit rating agencies loosening standards again, in same dynamic that preceded financial crisis

  By Staff Writer  |  May 15, 2013

  History tends to repeat itself repeat itself.

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  3 face charges in NJ of defrauding investor

  By Katie Zezima  |  May 15, 2013

  The men are accused of selling fake Facebook stock and using the proceeds to purchase, among other things, interests in life insurance policies.

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  Beware of target-date funds

  By Ronald L. Delegge  |  May 15, 2013

  Almost one in four 401(k) participants invest solely in TDFs, yet flaws with these types of investments abound.

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  A change of tune about annuities

  By Lloyd Lofton  |  May 14, 2013

  One prominent financial advisor who was once against selling an annuity has come around to the benefits of the product.

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  Retirement confidence differs globally

  By Warren S. Hersch  |  May 14, 2013

  The research found that 12 percent are “very optimistic” that they will have enough money to live on when they are retired.

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  Barclays analyst upgrades AIG, Hartford Financial

  By AP Staff Writer  |  May 14, 2013

  Ratings for the pair were raised from "Equal Weight" to "Overweight."

• Europeans grow dissatisfied with the inequities of the economic system

  By Staff Writer  |  May 14, 2013

  People aren’t happy that the gap between the rich and the poor has widened in the past five years.

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  Plan for today, tomorrow and the future

  By Philip E. Harriman  |  May 14, 2013

  Having a succession plan in place is good for you ... and your clients.