July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions
Update: 2020-07-11
Description
Gene answers tons of listener questions:
- What should they do with the $62,000 left in their wonderful daughter’s 529 plan?
- Annuity commissions vs. investment advisory fees – pros and cons?
- Her 84 year old mom’s attorney is giving estate advice daughter disagrees with. What gives?
- Did the bank ‘screw up’ when they put her brother’s name on their mom’s account?
- Many excellent listener questions
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What should you be doing right now?
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