Stephen is a Certified Scuba Instructor

BHR Life Companies
Sep 12, 2024
1 min read

Updated: Oct 7, 2024

Stephen was certified as a scuba instructor in Florida this past August.

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The Generational Wealth "curse" of Depleted Inherited Wealth by the 3rd Generation

The 10 years before retirement and the 10 years after are critical and known as the "Retirement Danger Zone........

https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/?utm_source=linkedin&utm_medium=social&utm_campaign=evergreens

Estate Planning......

Stephen is a Certified Scuba Instructor

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