• Financial Planning With The End In Mind. Part 2

  • Feb 25 2022
  • Length: 13 mins
  • Podcast
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Financial Planning With The End In Mind. Part 2

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  • Summary

  • Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity.

    Resources

    • "Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com)
    • "Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - The Financial Enhancement Group (yourlifeafterwork.com)

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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