October 29, 2026
Every October we hear about black cats and broken mirrors, but money has its own superstitions too. Some of them sneak into very smart financial plans. Matt Patten, Cutler's CEO has recorded a short Halloween video that shines a flashlight on six of them.
Matt Patten walks through six money myths that just won’t stay buried. They range from the plan you made once and never looked at again to the gift tax rule that’s a lot less scary than it sounds. Each one comes with a practical way to keep it from haunting your plan.
Tags: financial planning, gifting, taxation
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