Chad Burton, CFP®, discusses updating your trust and being aware of the issues that your kids are dealing with so that their inheritance gets properly managed.
Chad also takes your calls, emails and answers your money questions such as:
- Paying off a mortgage or applying it to a 401(k) if you have extra money
- Student loans
- Knowing if you’re ready for retirement
- Modified endowment
- Available options if your job has no pension plan