Personal Consumer Issues • Christine Benz article

She wrote a nice article saying something along the same lines of the book Die with zero. Namely that keeping a bunch of money you don’t need and dying with a large bequest is probably much less optimal than giving money away while you can still make a big difference in your loved one’s lives

So let’s stop lauding underspending in retirement; leaving a big bequest isn’t usually the best outcome. If you don’t need the money, you don’t need the money. But look around: Someone else in your life probably does. And it takes less than you might think to make a difference for them.

https://www.morningstar.com/retirement/ ... t-spending

Statistics: Posted by ScubaHogg — Tue Nov 12, 2024 1:53 am — Replies 1 — Views 220

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