September 16th, 2014
Erik speaks with WSJ’s Alex Coppola about the value of a thoughtful gifting plan in the article, When Gifting Isn’t Spoiling’.
The client was a self-made millionaire in his 60s. Born into a blue-collar family, he had put himself through college and started a successful business that he ran for about two decades. After selling his stake in the company, the man and his wife began working with adviser Erik Strid on their retirement plan.
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