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Estate & Financial Planning

by AAII Staff | June 11, 2019

The Right Type of Life Insurance for Your Estate Planning Needs

Life insurance has been associated with estate planning for decades. Life insurance works for estate taxes because they are due when death occurs, the same trigger that pays life insurance death benefits. But one life insurance size doesn’t fit all estate planning situations. This article examines common situations. More »

Robo-Advisers Expand Services and Experience Some Growing Pains

In recent years, robo-investing has experienced a convergence with more traditional wealth management. With that as a backdrop, here is an update on the digital advice industry that reveals growing popularity as services are added, along with a few regulatory challenges and other missteps that require investor diligence. More »
		Ken Schapiro


Creating and Following a Real Financial Plan

Understanding why money is important can create a framework for making better financial decisions in the future. Carl Richards, a certified financial planner, director of investor education for the BAM Alliance and creator of the Sketch Guy column at The New York Times, talks with AAII Journal editor Charles Rotblut about the benefits of having an easy-to-follow financial plan. More »


A Guide to Dealing With an Estate Planning Attorney

It is well-known that the best way to motivate someone to go see an estate planning attorney is to arrange a trip to a faraway place. There are, of course, excellent reasons for consulting with an estate planning attorney other than exotic travel. More »

Member Question
Which of the following is the more important investment goal for you?

A) Maximize growth/returns
B) Protect against major losses

Be sure to vote on this week’s question for the opportunity to offer your insights on our open-ended question.

Previous Week’s Results
What is the most important financial problem facing your family today?

Health care costs : 33%

Taxes : 25%

Retirement savings : 8%

High cost of living/inflation : 8%

Cost of owning/renting a home : 4%

Interest rates : 4%

College expenses : 3%

Lack of money/low wages : 1%

Too much debt/not enough money to pay debts : 1%

Lack of savings : 1%

Social Security : 1%

Unemployment/loss of job : 1%

Transportation/commuting costs :

No Votes

Poll results are as of 9 a.m. (Central) on Monday. 1,230 respondents.

A Lifetime Investment Strategy

		This valuable publication shows you how you can outperform professional money managers and the market over the long run. In addition, it will help you understand risk and its relationship to return. It’s not available in bookstores but is one of the many benefits of being an AAII member. More »

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