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35 Major Issues To Consider With Sudden Wealth Checklist
What should you do when you encounter sudden wealth from an inheritance, sale of a business, lottery winnings, or legal settlement?
Based on experience from 100s of people just like you, we've compiled this checklist to help you avoid big money mistakes and to identify opportunities to preserve your money long-term.
What you'll discover:
The nature, timing, and terms of the wealth event
Cash flow impact
Liquidity Considerations
Tax planning matters
Long-term planning opportunities
Understand what you need to know about managing sudden wealth with this free checklist
You can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.
An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning.
This is a critical time to get the guidance and insights to help you grow, preserve, and utilize a recent influx of cash and/investments.
Disclosures:
Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Reston, and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results.
By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place. If referenced, case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.