Common mistakes that derail generational wealth transfers

This month, my newsletter explores the following topics:

• Common mistakes that derail generational wealth transfers

• The wealth factor outside your personal control

• Choosing between annuities and 401(k)s in 2026

• What happens if a life insurer fails

Global events and their consequences are affecting all aspects of life, from filling the gas tank to wondering whether your financial plans need updating. If you’re concerned about the level of political and economic unrest and would like to review your strategies, feel free to give me a call.

6980263.13 Exp. 10/27