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This week we are joined by wealth advisor Anne Mank to discuss financial planning for the next chapter in life, along with navigating through finance talks with your family. Anne also discusses bridge financing in regards to home repairs prior to a home sale, as well as how to get over the ‘emotional blinders’ that can often cause procrastination leading to financial crisis. She also highlights the potential impact of new tax laws on inheritance and the importance of beneficiaries.

You can reach Bruce at www.brucesteam.com or by email at [email protected].

Find Anne Mank Wealth Advisor for Ellenbecker Investment Group at www.ellenbecker.com or by email at [email protected]