Consider This Program with Joe Clark, CFP and Chris Rodgers.
In this segment we will cover: At some point, your home will likely be sold by either yourself, your surviving spouse or your heirs. The taxation is different depending on who receives the assets and how long you lived there.
Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
