Gokad Financial Services
At GOKAD we create a pathway to your dream future
Celebrate Freedom on June 19, 2023
Social host laws may make you responsible for underage drinking in your home, even if you are away.
Teen Drinking and Your Liability Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Many of our clients are surprised to learn that their risk tolerance isn't currently reflected in their portfolio. Find out your personal Risk Number today: {%%%INSERT RISKALYZE QUESTIONNAIRE LINK%%%}
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Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. In fact, nearly twice as many women (23%) feel uncomfortable managing their inheritance compared to men (12%). Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.
What's your experience with this? Does the data reflect your own personal experience?
Source: NewYorkLife.com, July 19, 2023
The New York Life Wealth Watch survey reveals some eye-opening statistics about the "Great Wealth Transfer." On average, adults who expect to receive an inheritance anticipate a value of $738,724.23. However, 58% of them anticipate inflation to impact the value significantly. It's essential to have a strategy in place to manage your inheritance.
Source: NewYorkLife.com, July 19, 2023
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