Analyzing: Estate Planning for Baby Boomers | In The Final Analysis Minisode
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Analyzing: Estate Planning for Baby Boomers | In The Final Analysis Minisode
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In this In The Final Analysis minisode, financial advisor Joe Frederick finishes out our series of investing knowledge for generations. He discusses how Baby Boomers (born ~1945-1965) are doing in retirement right now, and how this elder generation can prepare their finances for their beneficiaries to inherit smoothly.
Check out our vodcast and written transcript of this episode available: https://www.wisdomchoice.net/in-the-final-analysis-minisode-6
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.
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