Retirement Weekly: The joys — and drawbacks — of a living inheritance


Many of my older clients ask me, “How much can I gift to my family today, while I am living?”

This is a strategy known as a living inheritance, and it can be a very powerful tool — as long as you carefully consider and prioritize protecting your own financial security.

With all the uncertainties around COVID-19, the economy, and potential…

Retirement Weekly: This toxic combination is part of the reason Americans are so unprepared for retirement

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