In this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the impact of neglecting charitable contributions. Tune in for expert tips on how to avoid these common pitfalls and manage inherited wealth with confidence.
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.
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1) The Four Rules of Money for Women
2) The Five Steps to Financial Empowerment
3) The Five Secrets to Becoming a Seriously Savvy Woman
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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.