Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.
How the Election Results Could Impact Your Financial Plan
Posted on November 16, 2020
Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms.