Kennebec Savings Bank’s Post

𝐓𝐡𝐞 𝐬𝐞𝐜𝐫𝐞𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝'𝐬 𝐫𝐢𝐜𝐡𝐞𝐬𝐭 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬 The wealthiest families in the world like the Rothschild family, Rockefeller's, and the Walton family have preserve their wealth for more than 100 years now. They build a family trust fund that serve as a family bank and borrow members of the family money as a form of a life insurance policy. When a member of the family dies, the trust fund liquidate that family members asset to pay back the loan. These families have utilized building trust funds, mastering risk management, asset protection, and understanding family governance, to help them hold their family fortune. What this means is that there is a strict succession plan to help cascade wealth down to future generations of the family members, that ensures the family legacy continues. This can only be possible through upholding the family unity, educating family members on wealth preservation, and learning ways of minimizing taxes. ━━━━━━━༺༻━━━━━━━ Follow 𝙄𝙨𝙖𝙖𝙘 𝙉𝙬𝙖𝙣𝙮𝙖𝙣𝙬𝙪, to convert your frustration into greatness, your weakness into strength, challenges into opportunities, and pain into gain.

Join us for our Post-Retirement Strategies Webinar on January 13 as we help you explore topics to think about once you have retired. Topics will include: -Collect Social Security at the right time -Why you spend your money -It does not matter that the stock market crashes -Money in an IRA that you don't need? -When do you no longer need Life Insurance? -Maximizing charitable gifts -When to downsize; where real estate is heading -Tax-efficient withdrawal strategies and your tax bracket -Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions This event is exclusively for AdviceOne Clients.

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Listen to our CEO Lindsey Rix-Broom sharing her thoughts with James Mullins on Canada Life UK's strategy in the bulk annuities market, our future plans and highlights of our business results for 2023. Watch now⬇️   #CanadaLifeUK #FinancialMarkets #Bulkannuities

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions

Join us at our Post-Retirement Strategies Webinar (exclusively for clients) on January 13 as we help you explore topics to think about once you’ve already retired. Topics Include: Collect Social Security at the right time Why you spend your money It does not matter that the stock market crashes Money in an IRA that you don't need? When do you no longer need Life Insurance Maximizing charitable gifts When to downsize; where real estate is heading Tax-efficient withdrawal strategies and your tax bracket Green curve planning: the importance of age 63 and 73 vis-à-vis Roth decisions