Women on the Rise





Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
An overview of some fundamental steps when a loved one passes.
Using whole life to transfer wealth when it comes to paying estate taxes