Episodes
Thursday May 30, 2019
Mailbag: Inheritance, 529 Plans, & Working With Multiple Advisors
Thursday May 30, 2019
Thursday May 30, 2019
Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.
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