Latest / Money & Taxes from Bb to XYZ
Windfall!
Windfalls come in many forms from settlements to gifts, inheritances, life insurance proceeds — and even gambling winnings. Others can include big raises, equity compensation events, or property sales. Whatever your windfall, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, specialize in these critical money moments and are here to talk you through how you might want to navigate yours. From the first steps to consider taking to how this could impact you based on the generation you fall into, find out what you can do when a pile of money lands in your lap.
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The skinny
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