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Inheritance can be a game-changer, but it comes with its own set of challenges. Join us as we delve into the nitty-gritty of handling an inheritance responsibly, from navigating tax implications to creating a legacy that goes beyond just financial assets.
Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront...
When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone...
In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of...