Financially Well

How to Spend an Inheritance


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Money is a tool. A means to an end.

And this includes an inheritance. The only difference is that those dollars may carry more emotional weight for you.

As the book Die With Zero frames it, "Having money helps you to achieve the goal of enjoying your life." Whether it involves a big house for your family or something else entirely.

And isn't this what your loved one would want from the inheritance that she or he gives you?

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Financially WellBy Kevin Mahoney, CFP®