Legacy & Estate PlanningLifestyle & Health9 Min Read cjcagleonNovember 16, 2022Received an Inheritance, Now What? An increasing number of boomer-aged families are receiving inheritances; it’s all part of a trillion-dollar transfer of wealth that will… Read More
AnnuitiesIncomeInvesting & TaxesLifestyle & Health11 Min Read cjcagleonNovember 2, 2022The Four Paths of Retirement I recently read an interesting study on retirement from A.G. Edwards and AgeWave. It was published earlier this year. The study covered a lot… Read More