If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering that question and breaking down the ways an inheritance can impact your financial plan in this episode of Wise Money.
Season 9 Episode 38
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
S3E51: Overcoming Retirement Obstacles
S3E50: 2018 Stock Market Update
S3E49: The Four Financial Habits That Lead to Lasting Success
S3E48: How 4 Years Can Propel Your Next 40 Years
S3E47: Does Your Small Business Need a Line of Credit?
S3E46: How to Succeed at Succession Planning
S3E45: Should Your Small Business Be an LLC or S Corp?
S3E44: The What and the Why of Estate Planning
S3E43: What To Do When Life Throws You Curve-balls
S3E42: Are All Term Life Insurance Policies Created Equal?
S3E41: 2018 State of the Housing Market
S3E40: Is Your Retirement Vision Crystal Clear?
S3E39: The Electric Shock - Lessons From GE
S3E38: Are All Financial Advisors Created Equal?
S3E37: Planning For Healthcare In Retirement
S3E36: Could You Pass This Retirement Readiness Quiz?
S3E35: Tax Season Takeaways
S3E34: Are You Ready Financially To Have Kids?
S3E33: How To Be Prepared Financially In The Event Of A Sudden Health Change
S3E32: The Financial Mistakes To Avoid When Receiving An Inheritance
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