David J Medina, CFP®, CWS®, CPFA - Senior Financial Advisor


Equal or Fair? Family Considerations

Equal or Fair? The Art of Wealth Distribution Return In today’s society there is no such thing as simple, especially when it comes to families. Complicated family structures are becoming more prevalent, with a decline in the so-called “traditional family.” According to Pew Research, only 46% of children are living with two married parents in their first marriage, compared with 73% in 1960; one in six children are living in blended families
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