Whether you win the lottery, a long-lost relative leaves you their entire fortune, or you dig up a bag of gold and jewels in your backyard while planting a hydrangea bush, your life is about to change. But it may not be for the better. Everything depends on the steps you take next.
And if you're advising a client who just received a life-changing financial windfall, you need to make sure you're steering them in the right direction.
In this episode of BIF Bites, Jerry is walking you through what you need to know for you or your client, from staying grounded to making smart, long-term decisions.
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