Having property passed down to you may sound like good fortune, but handling it properly is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, year-end gifting dos and don’ts, and understanding your payroll withholdings. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/16/2024; Original Air Dates: 6/6/2024, 7/9/2024 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Having property passed down to you may sound like good fortune, but handling it properly is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, year-end gifting dos and don’ts, and understanding your payroll withholdings. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/16/2024; Original Air Dates: 6/6/2024, 7/9/2024 & 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Having property passed down to you may sound like good fortune, but handling it properly is often not as straightforward as you may think. Donna and Nathan discuss considerations for those inheriting a home. Also on MoneyTalk, year-end gifting dos and don’ts, and understanding your payroll withholdings. Hosts: Donna Sowa Allard, CFP®, AIF® &amp; Nathan Beauvais, CFP®, CIMA®; Air Date: 12/16/2024; Original Air Dates: 6/6/2024, 7/9/2024 &amp; 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Inheriting a Home

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org">www.FINRA.org</a> + <a href="http://www.SIPC.org">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Business

Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial Group Inc. 24 Albion Rd. Ste. 340 Lincoln, RI 02865 (401) 434-8090

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org" rel="noopener noreferrer">www.FINRA.org</a> + <a href="http://www.SIPC.org" rel="noopener noreferrer">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

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Inheriting a Home

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