In last week’s blog post, I covered what every financial plan should include regardless of whether you were concerned with retirement planning, planning for an inheritance or some other issue. This week, I want to… Read More
Financial Advisors: An Inheritance Investment Case Study
In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep… Read More
Invest an Inheritance
As Atlanta financial planners, we work with clients who have received an inheritance. The process of receiving an inheritance is often fraught with emotion – on the one hand, the client has lost a loved… Read More