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.
S2E28: FP Series: #1 Present Financial Position
S2E27: What Really Is Financial Planning?
S2E26: What You Need To Know If You’re Buying or Selling a House This Year
S2E25: Did You Miss The Stock Market Rally?
S2E24: Who Wants To Be A Millionaire
S2E23: How To Win This Tax Season (part 2)
S2E22: How To Win This Tax Season (part 1)
S2E21: How To Prepare Financially For Needing A Nursing Home
S2E20: Should You Buy or Lease Your Next Car?
S2E19: 2016 Stock Market Recap and 2017 Investment Outlook
S2E18: Goal Setting For The New Year
S2E17: Leadership in Your Finances
S2E16: Options for Student Loan Forgiveness
S2E15: Biggest Financial Mistakes by Generation, and How To Avoid Them
S2E14: The Three Stages of Retirement – Stage 3: The “No-Go” Years
S2E13: The Three Stages of Retirement – Stage 2: The “Slow-Go” Years
S2E12: The Three Stages of Retirement – Stage 1: The “Go-Go” Years
S2E11: The Election and Your Money
S2E10: Do You Have The Right Retirement Plan?
S2E9: Understanding Your Employee Benefits
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