7 Steps to Take When You’ve Received an Inheritance
January 26, 2023
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
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Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Talking openly and honestly about our financial affairs can be difficult. Having the conversation with our children can be
Marty Kurtz, CFP®, Founder and Partner with The Planning Center, discusses with QC Times on how parents of children with disabilities can save for future expenses
I had a conversation recently with a retiree who was approached by their child for a loan to start a business. Lending money to children can
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