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Let's talk money. This is such an important topic. Not only can money make you more comfortable (at least in some respects, right?), it’s also at the root of all disputes. Either you have it or you don’t or someone is trying to get it from you. When you die, the worst scenario is having everyone fighting over what you’ve left behind.
In Episode 35, I hope to offer some wisdom when it comes to money – and planning – regarding (1) different kinds of assets – pass differently at your death – this is important to know. (2) simple things you can do to plan for that (3) expenses you can make now that will help you later in life, (4) what NOT to do with your money; and (5) touch on some brand new rules from the IRS as to inherited IRAs. This is information you need to know.
Join the Boomer Time community! Learn more at NancyCogar.com, subscribe to my newsletter and gain helpful resources to help you or your loved one navigate aging with confidence.
By Nancy A. Cogar, Esq.Let's talk money. This is such an important topic. Not only can money make you more comfortable (at least in some respects, right?), it’s also at the root of all disputes. Either you have it or you don’t or someone is trying to get it from you. When you die, the worst scenario is having everyone fighting over what you’ve left behind.
In Episode 35, I hope to offer some wisdom when it comes to money – and planning – regarding (1) different kinds of assets – pass differently at your death – this is important to know. (2) simple things you can do to plan for that (3) expenses you can make now that will help you later in life, (4) what NOT to do with your money; and (5) touch on some brand new rules from the IRS as to inherited IRAs. This is information you need to know.
Join the Boomer Time community! Learn more at NancyCogar.com, subscribe to my newsletter and gain helpful resources to help you or your loved one navigate aging with confidence.