I was happy to contribute to this GOBankingRates article as legacy planning options and situations are so important to many of our clients.
You can read the full article here: www.gobankingrates.com/money/financial-planning/im-a-financial-advisor-these-are-the-best-assets-...
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Is India the new China?
While we may not go that far yet, the economic and technical trends suggest the country may be set for a prolonged period of outperformance.
More in the latest commentary here:
Is India Surpassing China to Become the Next Superpower?
whittenretirement.com
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce,...0 CommentsComment on Facebook
We all make mistakes, take the wrong turn, or choose incorrectly. It happens, and we see this a lot with money and finances.
But most importantly, give yourself a break. Financial planning can be challenging and intimidating, and no-one has perfect financial habits. One of the great things about working with a planner is you get the guidance and support you need to make your financial habits easier and more effective. #mondaymotivation
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Legacy Planning Update 👇
"You Know Who" recently updated some rules about trusts that could accidentally make your heirs liable for capital gains taxes. It’s another quiet change that could severely impact families trying to maximize their legacies.
IRS Changes Inheritance Rules: Protecting Your Legacy
whittenretirement.com
The IRS recently updated some rules about trusts that could accidentally make your heirs liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximiz...0 CommentsComment on Facebook
