Crystal Wipperfurth, CFP®, CRPC®

Wealth Advisor at Bronfman Rothschild and 1 other company
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  • Your kids will have other options to get through school — student loans, scholarships/grants, work-study programs. You, on the other hand, once you’re retired, have limited options.

    18 October 2019
  • This is difficult, because you have to manage distributions in a way that does not alter your portfolio allocation, unless intentional. It can be done, but to do it right takes a lot of time and energy.

    21 March 2019
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