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.
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S3E02: Is It Wise To Buy Life Insurance Through Work?
S3E01: Your College To-Do List
S2E52: How Safe Is Mobile Banking?
S2E51: Ten Simple Sentences To Become Rich
S2E50: The Questions You Must Ask When Choosing A Financial Planner
S2E49: Should Your Investments Outperform the S&P 500?
S2E48: 100th Episode of Wise Money
S2E47: 2017 Stock Market Halftime Report
S2E46: The Obstacles To Retiring Early And How To Overcome Them
S2E45: When To Consider Using A Roth IRA
S2E44: Being Financially Independent
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