How To Prepare For A Financial Windfall So You Don’t Lose It All

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financial wellness advice

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Shop around for a financial planner

When it comes time to choosing a financial planner, “You don’t have to go with the first person you meet,” Washington states. “You can date around. Most will offer free consultations.” She suggests considering how you’d like to be treated. If you want someone who will really hold your hand through this process, find someone willing to do that. She also says that when you find a financial planner, they should have good referrals for other experts like attorneys and CPAs.

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