8 holiday giving tips your clients will appreciate

Financial Planning News

NAIC to wrestle with unclaimed property guidance The National Association of Insurance Commissioners has agreed to consider whether to shift gears on its handling of unclaimed property enforcement issues. Read More Annual Social Security shortfall projected to average 12% over next decade As baby boomers retire, the gap is expected to widen even further, says CBO. Read More Financial planning not among most New Year's resolutions Nearly half of U.S. adults say they are unsure about seeking financial advice in 2014. Read More Pension accounts don't need to sell assets in 2013 Stable state funding over the last two years meant key Illinois state employee pension funds didn't have to sell assets to meet payments. Read More

Need more info on the latest in estate planning, income planning & wealth management? Visit the Life Planning Strategies section on LifeHealthPro.com for everything you need!

Aetna, Grandparents.com launch partnership The new relationship aims to help 2 million AGA members have a greater, more informed role in their own health. Read More

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Opinion Keep retired clients from getting taxed twice when they move By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. Make sure to consider the state tax implications that may arise when clients tap into retirement income from deferred comp plans after they've relocated. Read More Life settlement awareness: an educational opportunity By Robin S. Weinberger and Peter N. Katz The Life Settlement Center for Education has initiatives underway to enhance awareness of life settlements. Read More

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21 Dec, 2013

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Source: http://insurancereviewinfo.blogspot.com/2013/12/8-holiday-giving-tips-your-clients-will.html
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