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Life Insurance Planning When the Sunset’s in Doubt
WealthManagement.com· 2 days agoA client, whom we’ll call Lou, is meeting with his life insurance agent, estate-planning attorney and tax advisor. There are no gift tax implications to...
Warren Buffett Discusses Apple, Cash, Insurance, Artificial Intelligence (AI), and More at Berkshire...
Motley Fool via Yahoo Finance· 5 days agoFool has positions in and recommends Apple, Bank of America, and Berkshire Hathaway. The Motley Fool...
Supreme Court case highlights planning strategies for family businesses
Financial Planning via Yahoo Finance· 7 days agoWhen a small company holds a life insurance policy, estate planning gets complicated — which is why...
My Mom and Dad Owned Competing Side-by-Side Hardware Stores. It Was a Lesson in Life.
The Wall Street Journal· 2 days agoI also knew that my mother—whose approach to business was both more conservative and more...
8 Purchases Boomers Should Never Make During Retirement
GOBankingRates via Yahoo Finance· 5 days agoOnce they retire, many seniors change their spending patterns quite a bit. There's nothing...
Here’s Why Berkshire Hathaway (BRK-B) Outperformed in Q1
Insider Monkey via Yahoo Finance· 7 days agoThe London Company, an investment management company, released “The London Company Large Cap...
Cutting Out These 9 Expenses Will Save Retirees Over $29,000 a Year
GoBankingRates via AOL· 5 days agoMost retirees live on a fixed income, so they look for ways to cut down on expenses and save money....
29 Careless Ways Retirees Waste Their Savings
GOBankingRates via Yahoo Finance· 2 days agoYou've worked hard your whole life, so you deserve to enjoy yourself in retirement. However, when you live on a fixed income, it's important to keep...
Can you afford to skip NHS waiting lists and go private? See what it costs
Daily Express· 5 days agoBritons spent a thumping £5.3billion on PMI in 2022, according to health data provider LaingBuisson,...
How Reverse Mortgages Work
Investopedia· 4 days agoHow does a reverse mortgage work? Generally, a reverse mortgage enables a homeowner age 62 or older to access equity in their home without making...
