Thursday May 20, 2021

Tough Questions About Family Finances

We’re tackling some tough questions about family finances today. Should you kick your sister out of your deceased mother’s home? What retirement challenges could you face as the parent of a young child? Should you buy your dream home?

 

Read more and get additional financial resources here: https://wp.me/p9B077-Nt 

 

What we discuss on this episode: 

2:35 – Kick sister out?

4:37 – Get a mortgage?

5:48 – Income plan

8:12 – Retirement with young child?

9:22 – Survivorship income planning

12:08 – Life insurance

13:13 – Take out a mortgage?

16:08 – Overall investments and strategy

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