Resources

As strange as it may seem, dead or alive your identity is at risk. The grave is no panacea for having your identity stolen.

Once you have accumulated a significant amount of capital, or you have a pressing financial question you can’t answer, it’s natural to ask yourself whether you should hire a financial advisor or do it yourself.

Given the current political environment, there will be a lot of press in the next 1.5 years about the “Death Tax”.

Cash? Do you have an emergency fund? Do you pull it from an IRA and get slapped with tax? Do you have Roth money available? 

Will Mullin, CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by ThinkAdvisor in “Honoring Advisors Who Serve(d): Fourth of July, 2024.”