Windfalls and other liquidity events come in many forms. And, like most people, you’ll probably receive one or more of these, such as:
Whether it’s money or stock you’re expecting or a surprise gift of cash, you’ll want to resist the temptation to spend the entire windfall on extravagances. For one, they won’t protect your long-term financial security. And more importantly, you may receive a hefty federal or state tax bill.
That’s why savvy families and individuals work with a fee-only fiduciary financial advisor, in partnership with your tax advisor, to ensure that you can enjoy some of your windfall today while investing some of it for financial security tomorrow.
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp
We won't sell your data. You decide which advisors to talk to. And you won't receive any pushy sales calls from Wealthramp.