It has been very rewarding to spend so much more time with my financial mentor, Frank Congilose. His third book shall be out soon.
Recently, I almost embarrassed myself when a couple came in and I almost complimented the man on how pretty his daughter was when it was told it was his wife- oops!
Estate planning is never ever a one size fits all. For this couple, specific strategies were a must. This article touches on one famous age gap couple.