Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions

2020-07-20T15:29:54-04:00July 23rd, 2020|

If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities, retirement income, trusts, and investment strategy on this mailbag edition.

Ep 21: SECURE Act Brings Changes to Retirement Accounts

2020-02-06T09:22:20-05:00February 6th, 2020|

Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what other considerations need to be made? That’s what we’ll be discussing on this episode.

Go to Top