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BKD Wealth Advisors Market Insights: Simplifying Financial Life, Budget, Life Insurance & Estate Planning
In this ever-changing economic environment, how do you go about improving your financial health? Does this revolve solely around earning more money? In this podcast, Jack and Lynn address common questions and offer suggestions related to your financial health. You will hear simple suggestions aimed at helping you save more money each month, protect your loved ones financially and deal with estate tax rates and limits that could affect you and your family.
Senior Managing Advisor Lynn Mayabb & President Jack Thurman
Tax solutions are provided by BKD, LLP while services such as personal wealth planning, investment management, insurance solutions and estate planning activities are provided by BKD Wealth Advisors, LLC. BKD Wealth Advisors, LLC is a federally registered investment adviser and a wholly owned subsidiary of BKD, LLP.
Qualified, experienced BKD client service professionals write the contents of BKD materials. We urge you to carefully consider all of the facts and circumstances of your situation before applying specific information in our email communications. Consult your BKD advisor before acting on any matter covered herein.
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