03 Aug Handling a financial windfall
Posted at 07:00h
in Beginner Investors, Boomers and Seniors, Financial Planning, Retirement Planning
Your new money may be from an inheritance, lottery winnings, long-term financial planning or finally closing that big deal. But with the perks of a financial windfall comes greater financial responsibility. Here are some tips to help you tackle it like a pro.
To read this article from Advisor to Client, CLICK HERE. As always, please contact Harry or David with any questions or comments you may have.