With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning.
In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to consider in light of current market conditions and in general.
Kevin and Connee discuss:
- ”00:49” Using asset allocation to hedge against the risk of inflation
- ”03:08” How donor-advised funds lead to tax-efficient philanthropy
- ”08:14” The importance of “ document e-Vaulting” in family affairs
- ”14:44” Key cybersecurity measures to ensure protection of financial records
- And more
Connect With SineCera Capital:
- Email: Kevin Kaylakie
- Email: Connee Sullivan
- Email: Adam Packer
- Contact SineCera Capital
- (512) 980-4600
- SineCera Capital
- LinkedIn: Kevin Kaylakie
- LinkedIn: Connee Sullivan
- LinkedIn: Adam Packer
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