Jul 25, 2025
Memories Over Money: A New Take on Wealth Transfer – Chris Boyd,
Russ Ball and Jeff
Perry dig into a wide variety of issues and conflicts concerning
how people plan and spend, or
don’t spend their accumulated wealth. Topics include funding a
college education, paying for
long-term care, or simply treating your family with gifting; there
are plenty of ways to use your
hard-earned wealth. In the context of a comprehensive financial
plan, the trio offers advice and
best practices to ensure your desired legacy and financial
priorities are achieved. See below a
related Kiplinger article.
#financialplanning #investing #stocks #bonds #stockmarket #legacy
#gifting #goals
#estateplanning
https://www.kiplinger.com/retirement/estate-planning/holding-wealth-why-retirees-shouldnt-
focus-on-leaving-an-inheritance
Click the link below to register for our upcoming webinar, “Don’t
leave a digital mess.”
https://register.gotowebinar.com/register/6040334700710880088
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr