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How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

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What Are the Best Steps To Take Before Receiving a Financial Windfall?

February 8, 2023

Whether it’s selling your business, receiving an inheritance, or expecting some other large amount of money to come to you in the near future, it’s very important to work with a qualified team of financial experts.

While receiving a big sum of money could help you financially, it is critical to spend the time thinking about how you’ll spend it. Making too many rash decisions could put you in a difficult position to make the money last, as this is a difficult habit to stop. Waiting at least a few months before making any big decisions will allow you to approach it more rationally.

While you think through your different options, you can set aside a smart place to put that money. Look at where the money could best be spent. It could be paying off debts or getting a higher rate of return in the markets. This is all based on your individual circumstances which highlight why it’s so important to work with a team of qualified financial professionals who can assist you with making this decision and more.

If you think you may receive a big inheritance or some other windfall sometime in the near future, this is a good opportunity to start brainstorming the best routes to take with that money. If you’re anticipating something in the future, knowing your options and discussing them with our team can reduce uncertainty and give you an overview of all your choices in advance. This makes it less likely that you’ll make poor decisions when you receive the money.

Set up a time to meet with us to discuss future financial planning.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more