As people are living longer and healthier lives, the insurance industry has had to adjust to provide products that help people manage their wealth for longer periods of time. In some cases, people are worried about outliving their incomes, while others, who are confident their savings will last through their lifetimes, are interested in finding the most advantageous investment strategies for their wealth.
The months leading up to a new addition to the family are exciting ones. And while your clients who are expecting their first child may be overwhelmed with picking cribs and strollers, it’s up to you to help them get their financial house in order. Here are a few steps for new parents to take to prepare for baby:
Same-sex couples whose marital status changed under the historic United States v. Windsor Supreme Court ruling have had a lot to consider over the last year. Here are a few aspects of the financial planning landscape that have changed after the fall of the Defense of Marriage Act: