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YHH Newsletter

The Rockefeller Waterfall: How to Turn $400,000 into $39.6 Million in Tax-Free Wealth for 3 Generations

Nov 26, 2024

The Rockefeller Waterfall: How to Turn $400,000 into $39.6 Million in Tax-Free Wealth for 3 Generations

Imagine investing $400,000 today and creating a legacy that will deliver over $39.6 million in tax-free income for your children, grandchildren, and great-grandchildren. Sounds impossible, right? Not if you’re familiar with the Rockefeller Waterfall Estate Planning method. Named after one of America’s wealthiest families...

The 3 Main Concerns Retirees Have About Their Money – And How A Redline Analysis Can Save You From Running Out

Oct 1, 2024

The 3 Main Concerns Retirees Have About Their Money – And How A Redline Analysis Can Save You From Running Out

Retirement should be a time of relaxation, travel, and enjoying the fruits of decades of hard work. Yet, for many retirees, money worries often cloud those golden years. A study by the Employee Benefit Research Institute found that 7 out of 10 retirees are concerned about outliving their savings...

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