Ryan A. Dunn, CFP®Jan 25, 2023Wealth TransferFinding Cash Under the Couch CushionsKey Takeaways Your prized heirlooms may be worth far less than you think, but other trinkets may be surprisingly valuable. Remember,...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jul 21, 2021Wealth TransferFeeling Even More SECURE About RetirementKey Takeaways Most inherited IRAs received in 2020 or later must now be withdrawn within 10 years. The lifetime “stretch” is no longer...
Novi Wealth PartnersAug 13, 2020Wealth TransferWhy You Need A WillBy Novi Wealth Partners Most people understand the importance of having a will, but unfortunately, many don’t take the time to write one....