Karl Frank, CFP and Jeff Krommendyk, ask Nathan Merrill about how rising interest rates affect advanced financial planning tools that he recommends.
- What is happening with rates and why?
- How do various charitable plans affected by rising rates?
- Which tax and charitable strategies are better today?
- What about changes in the US Federal Government and how does they affect my financial plans?
We discuss charitable lead and charitable remainder trusts. For more information about these, check out our previous podcast:
Expert Network team provides free consultations. Just mention that you listened to the podcast.
Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com
Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]
Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]