Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.