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Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
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Navigating Trusts and Investments
This chapter delves into the complexities of transferring jointly owned property into trusts and emphasizes the need for cooperation between co-owners. The speakers also explore investment strategies for retirees, discussing 'boomer candy' ETFs that balance growth with capital preservation. Additionally, they address ethical dilemmas in inheritance distribution, offering insights into managing familial relationships while making financial decisions.
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