Archive - April 6, 2021

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Turn to a Fee-Only Financial Planner When You Inherit

Turn to a Fee-Only Financial Planner When You Inherit

When someone uses financial planning services to transfer money or assets to beneficiaries, that is a wealth transfer. Many people believe that in the United States we will see a great wealth transfer as Baby Boomers age and leave money for those who are younger. “The impact of inheritance” on Vox.com ponders whether the anticipated wealth transfer will be enough to help a number of Americans maintain middle-class status.

Author Meredith Haggerty writes, “….a transfer of wealth can be a lot of things: freeing and stifling, a relief and a burden, a windfall and a pitfall. It depends …

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