With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?
The insurance company may be allowed to alter the deal during the contracted term.
Wealthier people are most likely to outlive mortality averages; advisors have a special obligation to focus on longevity risk with their clients.
The Los Angeles Lakers star has built a $1.1 billion fortune by being a dominant force on the basketball court and an active dealmaker and investor on the side.
Make no mistake, a plan to raise the retirement age is a plan to cut benefits.
