Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There’s an alarming difference between perception and reality for current and future retirees.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.