Enormous Powerball and MegaMillion jackpots last month had many of us thinking about what we would do with a huge cash windfall.
We imagined a new house, a new boat, or a new car. The lottery had only one jackpot, but the possibility of being the winner gave hope to millions. Although 99% of us that bought a lottery ticket didn’t win, there are other circumstances where you or a loved one could find yourselves dealing with an unexpected financial gain. Maybe it comes in the form of…
Regardless of the circumstances, a sudden influx of funds could substantially alter your financial picture and impact your plan. Windfalls sometimes lead to bad decisions, so it is important to proceed thoughtfully.
Have you or a loved one recently come into a cash windfall? Together, we can review and revise your plan and incorporate a strategy that is suitable for you.