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Dianne Williams Wildt, MBA
Certified Retirement Counselor®
Since 1983 in the financial services and investment industry
Retirement Pathways, Inc.
4500 Bowling Blvd., Suite 100
Louisville, KY 40207
Phone: 502-797-1258
Email: dianne@retirementpathways.com
Website: www.retirementpathways.com
Creators of generational wealth have many talents. People with a high net worth (HNW) have learned how to build businesses and create succession plans. They understand the importance of tax strategies to preserve wealth and estate planning to pass on that wealth.
However, stories abound of families that squandered inherited wealth. There is a good chance this occurred because HNW parents did not instill financial responsibility in their children. You can teach your children and grandchildren to preserve wealth by emphasizing the importance of establishing the following three factors:
For example, communicate with your children regularly to learn about their skills and level of interest in your enterprise. If one child wants nothing to do with your organization(s), you can work with your financial professional and estate planning attorney to draft a plan to equalize your estate for the non-successor in your family.
From cradle to grave, your children can learn to live in ways that help ensure your estate is preserved for generations to come.
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Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management, an SEC Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporations and American Capital Management.
Retirement Pathways, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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