Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement planning mistakes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."