This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated.
Brian Henderson (SVP of Whitnell – Part of Associated Bank) recently had a piece published on Forbes that gave tips on what to focus on during hard financial times. During the Associated Bank Thought Leader, Steve Grzanich and Brian comb over some of the highlights of the column, and Brian spends some time sharing some real examples he’s had with clients over the past few months. They discuss some of concerns shared by Brian and his colleagues, the advice they’re giving their clients, as well as grantor retained annuity trust (GRAT) and IRA conversions.
