Ready-Aim-Retire

What Happens When You Inherit Money


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Navigating an inheritance can be a complex and emotional journey, often leaving people unsure of what to do first. This episode provides a clear roadmap for managing a financial windfall, from the initial steps of securing the funds to creating a thoughtful long-term strategy. We'll cover key considerations like paying off debt, understanding tax implications, and making smart investment decisions to honor your loved one's legacy.
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Ready-Aim-RetireBy Robert Kirvan

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