Originally posted to LifeHealthPro | MAR 04, 2015 | BY JAMES J. GREEN The annual letter from Warren Buffett to Berkshire Hathaway’s shareholders is a cultural touchstone. In the 2015 letter released Saturday, Buffett and his longtime partner, Charlie Munger, review not just the 2014 …
Annuities
Parents have a hard time accepting money from their children to help pay bills. Immediate annuities can help.
Financial professionals often must navigate delicate personal issues and family matters when advising clients on retirement strategies and none can be trickier than the dynamic that is created when retired or elderly parents need financial help from their grown children.The relationship between …
Why ultra HNW clients should consider private placement variable annuities
In most instances, the needs of the ultra high net worth client simply cannot be met through the use of the traditional retirement planning vehicles and strategies that are useful to even the moderately wealthy client. The traditional tax-preferred planning vehicles can create undesirable limits for …