New Perspective Financial

Financial Date Night AND Estate Planning with Trusts


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In this episode of New Perspective Financial Radio, Tayvon Jackson discusses innovative approaches to financial planning, including the concept of 'financial date nights' for couples to discuss money matters in a relaxed setting. The conversation also delves into the importance of estate planning, particularly the role of trusts in managing assets after death, and the necessity of keeping retirement accounts updated and consolidated to avoid penalties and ensure proper management of funds.

Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com. Tayvon Jackson, with extensive experience in financial planning and wealth management, is dedicated to helping individuals navigate their retirement journey with confidence.

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New Perspective FinancialBy Tayvon Jackson