Inheriting money is typically a gift from someone close to you that deserves to be cherished and put to good use. If managed well, the benefit to you can far exceed what even the best-intentioned benefactor might have imagined. If you are like many baby boomers, you either have or are likely to receive some […]
Author Archives: J. Lynn Davidson, CFP, CLU
Posted inBusiness
Retirement realities
Posted inBusiness