Sudden Wealth from a Life Event?
As a financial advisor, I get more than my share of strange phone calls. Some are real doozies! So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting... Read More →
What Should I Do With A Sudden Windfall?
Usually I give advice on how to build wealth slowly. However, sometimes you may receive sudden wealth. The next question to ponder is: What should I do next? Here are some of the windfall situation clients come to me needing... Read More →