There’s a lot of advice out there for people who are looking to set up a trust for their younger family members. Setting up trusts can be a great way to pass your money down to the next generation. But what do you do if you find out you’re receiving money from a trust? Coming into a […]
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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>
