Mailbag

Episode 168: Mailbag Questions – 529 Plans, Younger Spouse and Mom’s House

Aug 8, 2022

Josh asks Nate his opinion on a variety of financial and retirement topics.

 

Source: ThinkAdvisor

Here are just a handful of the things that we'll discuss:

  • Savings for college in a 529
  • Do I need life Insurance?
  • Should I sell mom’s house before she goes into a nursing home?

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Schedule Your Complimentary Fifteen Minute Introductory Phone Call with Nate