Control the Controllable

The Pulse by Bernstein

How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein’s Director of Research for the Wealth Strategies Group, and Ashley Velategui, who is National Director of Planning Research. Listen now!

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