Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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In the world of finance, the effects of the "confidence gap" can be especially apparent.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.