
The Great Wealth Transfer: How to approach legacy planning
Hi Sean, After turning 68 this year, I’m starting to do some legacy planning. I’m not even sure where to start. Should I get my
Sean answers real questions from real people about taxes, insurance, and financial planning.
Hi Sean, After turning 68 this year, I’m starting to do some legacy planning. I’m not even sure where to start. Should I get my
Hi Sean, I want to retire in the next 10 years, but I’m not sure if I have enough to do so. How can I
Hi Sean, I recently came into a lump sum from my relative that is deceased. Do I have to pay taxes on the inheritance? How
Hi Sean, I feel like my taxes are pretty simple, I think I could probably do them myself, is there any benefit to using Gardhouse
Hi Sean, my wife and I recently had a little one and we have started thinking we should probably consider life insurance. We are not sure where
George from Thornbury asks: I make $95,000 a year and have $25,000 right now in a high interest savings account at 5%; is this my