Major US stock indexes fell more than 6% in May, so we’ll take a quick look back at last month and discuss what brought about these changes. And to continue with the news topics, we’ll talk about recent updates on Brexit, and get Don’s opinion on how we should take all of these news events into account in regards to our financal plans. We’ll close out with an email question about the pros and cons of gifting assets.
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Donald W. Cash – CPA, CFP® is an independent advisor. Don began his career in 1985 as an accountant after graduating Rutgers University. In 1990 he entered the field of Estate Planning with a concentration in long term care planning. Don has been advising clients in the baby boomer and retirement market for 20 years. He has helped over 1,000 families with their planning needs. He advoctaes a holistic approach to Estate and Financial Planning as has relationships with other professionals including Attorneys, CPA’s, Mortgage Specialists, Insurance Specialists and Asset Managers. Don is married to Cathy and have 4 children, Carly, DJ, Nick and Tori. They live in Freehold, NJ.