As universal life policies start to sink, unfortunate policyholders are apt to be pulled under.
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The Quagmire Of Universal Life Insurance
Tag Archives: Financial Planning
A Missed Tackle On The Bottom Line
Some financial advice from Cleveland Browns player Carl Nassib may have been offside, but at least he has a game plan.
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Think Twice Before Forfeiting Financial Independence
Divesting assets to qualify for Medicaid can work, but you may pay a high price in loss of independence.
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A Financial Planner Confesses His Sins
Is confession good for the wallet as well as the soul? A financial planner seeks salvation in the company’s blog.
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Calling All Heroes: Stan Lee Needs Help
Stan Lee helped create a galaxy of superheroes, but his only hope for personal rescue may lie in an earthbound jurist.
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First In, Worst Out
Tax-aware managers can largely work around a proposal that will mainly affect the smallest, least sophisticated investors.
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Charitable Giving With An Exit Strategy
Making a major charitable gift can be the start of a long-term relationship, so it may also warrant the equivalent of a prenup.
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Estate Planning Before Tragedy Strikes
A friend’s sudden death after a group trip to Bahrain makes the author glad she arranged her affairs beforehand, just in case.
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How NFL Rookies Can Avoid A Financial Sack
Placing high in the NFL draft is worth celebrating, but then take time for business on and off the field.
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Another Insurance Product On The Menu
More companies are offering employees “critical illness insurance.” Is it a financially healthy choice?
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