Most Recent Documents
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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More Bussa Financial Documents
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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