Visual Insights Newsletter – What Is Your Money Personality?

Each of us has our own money personality. We all react to and feel differently about money.

And if we’re not really in touch with those emotions, we’re not going to be able to make the best moves with our money.

So, what do you actually know about your money personality?

Let’s find out by taking a look at the different money personality types and how each one naturally uses and reacts to money.

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Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...

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