What to Do with a Large Inheritance
If you receive a large inheritance, you may not know immediately what you want to do with it. This kind of gift can be life changing. It could help you erase debts, build a safety net, start a business, start a family, live life on your own terms, help your children with one of their …
To Give Now or Give Later?
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figurin …