Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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One of the most common questions people ask about Social Security is when they should start taking benefits.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.