What Issues Should I Consider If I Experience A Sudden Wealth Event?

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 make the right choices!

This checklist helps guide you when experiencing a sudden wealth event, and covers:

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Understanding ABLE Accounts and Investment Options

What are ABLE Accounts?

The ABLE Act, which was signed into law in December 2014, allows Americans living with disabilities to save money in a tax-deferred account as a supplement to private insurance and public benefits. ABLE Accounts are tax-advantaged investment accounts that help qualified individuals with disabilities, and their families, save for disability-related expenses.  

Who can Contribute?

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The Basics of Investing

If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find themselves shying away from the entire process because they simply don’t understand the terminology, which can be somewhat overwhelming. If you feel overwhelmed you are not alone. But you should be familiar with basic concepts of investing to make more intelligent choices.

So here is a rundown of five common and must know investing terms that every investor should become familiar with:

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