Berkshire Hathaway’s 2017 Annual Meeting Excerpt Warren Buffett Knows (and Likes) Structured Settlements May 22, 2017 – Earlier this month, attendees of Berkshire Hathaway, Inc.’s Annual Meeting witnessed Chairman and principal shareholder Warren Buffett respond to a question about the company’s structured settlement holdings. You can watch the four minute excerpt of this exchange…
April 20, 2017 – If you’ve had money in an actively managed large cap fund in the United States for the past five years, there’s an 88.40% chance your manager underperformed and you would have been better off in a simple, low expense S&P 500 indexed fund instead. Would you board an airplane that only…
April 18, 2017 – Earlier this month during National Retirement Planning Week, the California Department of Insurance issued a Press Release urging Californians to “plan for retirement and carefully consider annuities.” This statement serves as a timely reminder that annuities offer many benefits that simply cannot be matched by traditional retirement investing approaches and often go…
February 16, 2017 – Proud to announce the recent publication of “A Good Fit,” an article I co-authored for Workers’ Compensation (WC), a quarterly periodical of CLM Publishing. Subtitled “Structured settlements and MSA arrangements are complementary claims resolution tools,” the article highlights the laws surrounding the Medicare Secondary Payer Act and gives examples of how…
January 23, 2017 – As a post-settlement income planning specialist for more than 25 years, I have countless examples of situations where clients anticipating large sums of money improved their lives greatly by choosing to allocate some of their settlement proceeds toward a structured settlement arrangement. If properly implemented, structured settlements pay future income that…
January 20, 2017 – On Inauguration Day, here’s a little financial food for thought as you contemplate your own financial future and the decisions you’ll be making over the next few years. Twelve of the last fourteen presidents served at least one full term in office (Kennedy and Ford did not). As measured purely by…
August 23, 2016 – They call it “The Longevity Paradox” – People recognize they’re living longer but don’t seem to be taking the necessary steps to ensure long life financial security. A few staggering facts from yesterday’s InvestmentNews article of the same name: There are 44% more American centenarians today (77,197) than there were a…
July 29, 2016 – In March of 2009, in the depths of the Great Recession, I launched the Finn Financial Group with a pledge to help clients achieve maximum financial success and security through the effective use of structured settlements and related specialty products and services. Pretty dumb of me, right? I mean, who starts…
July 18, 2016 – This brief post exists simply to call your attention to my most recently published article: “Understanding Nonphysical Injury Structured Settlements” I developed the article for Claims Management, a publication of the Claims & Litigation Management Alliance, for the benefit of my fellow CLM Fellows. (That was NOT a typo. I am…
June 28, 2016– Financial markets like predictability. So when voters in the United Kingdom decided to pull a Snagglepuss by telling the European Union they were going it alone, the financial markets reacted accordingly. They went barking mad, as it were. With the pound sinking to its lowest level against the dollar in more than…