After spending a lifetime saving, many families have to consider how to pass along their wealth to the next generation. Today, Paul talks about preparing your heirs and why this topic often gets overlooked in the estate planning process. Listen along to hear some questions you can ask your kids to help them have a better relationship with money.
What Do 5-Star Broker Ratings Mean? It’s Not What You Think.
So you go to a planning meeting and find out that the company is full of award-winning brokers selling 5-star funds. Well,