Constructing a Legacy Minded Portfolio
Creating a financial plan to help you meet your legacy goals isn’t about implementing one or two specific strategies,...
You’ve Maxed Out Retirement Savings Vehicles – Now What?
Financial legacy goals require building up your wealth surplus, which is the amount of wealth over and above the...
Using Qualified Charitable Distributions to Get a Triple Tax Benefit
If you have financial legacy goals, you’ll want to consider how taxes affect the impact of that legacy, because every...