Get Your Inherited Portfolio Suited To Your Needs - podcast episode cover

Get Your Inherited Portfolio Suited To Your Needs

Feb 11, 202011 min
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Episode description

Recipients of an inheritance often feel an emotional connection to the portfolio. Learn how you can move past these feelings and use your inheritance to secure your family's wealth. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
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