Mon, 2 May 2016
![]() A conversation I overheard bringsup a discussion about dealing with children who are bad withmoney,especially when it affects your estate plan. I thendiscuss leaving money in a living trust and naming atrustee. A Bloomberg article about American’s choosingto study abroad leads me to explain how 529 plans can be usedoutside of the US. Why you should take a trial run at retirement. Irespond to Dan’s question about where to keep safe money andprovide an interesting alternative to an FDIC. Bad rules of thumbfor retirement planning.
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Call 1-888-762-2423 for Wealth Management and Financial Planningservices or visit www.NewFocusFinancial.com. Encore Edition |