Inheriting Money Is Not a Financial Plan

Did you know that 50% of people in the U.S. don’t inherit anything from friends or family? Today, Paul talks about why waiting for an inheritance is not a financial plan and why some people who believe they are getting an inheritance are in for a rude awakening when they realize how some older investors are investing in CDs and annuities and using other head-scratching strategies.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.