Apr 14, 2024

In the financial news, there’s a report on the most common financial regrets seen among older people, shared by financial planner Andrew Rosen. Additionally, there’s information on the features most sought after by home buyers, as well as strategies for managing extra retirement income without triggering higher tax brackets. The newsletter also provides insights on wealth management firms and economic reports for the week. Another article discusses the importance of deciding how much money to gift to charity or children based on one’s life stage. The report also mentions the trend of earlier stage startup deals, particularly in the fintech sector, and how venture capital firms can maximize returns through mergers and acquisitions in the range of $300-400 million. This information is important for those interested in wealth management and venture capital investments.

Stay Well!