Profile
Join date: May 2, 2019
Posts
Nov 1, 2021 ∙ 4 min
When It Comes to Inheritance, Is Fair Always Equal?
Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.
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Sep 7, 2021 ∙ 3 min
Should you give your kids an early inheritance?
Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.
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Oct 7, 2020 ∙ 2 min
Keeping Perspective
2020 is already a year we will never forget, and we still have one more quarter left that includes a presidential election. One of the...
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Matthew Davis, CFP®
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