CAPitalize Your Finances

What to Do with Settlement Money


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It’s a fact of life that accidents sometimes happen. And if you're entitled to settlement money, you'd better know what to do with it. So today I break down how to handle a financial windfall from a personal injury settlement.

Whether it’s whiplash or life-altering injuries, I walk you through the critical first steps (spoiler alert: call a personal injury attorney!) and then give you a five-tiered framework for managing the money wisely, AND tax-free.  I’ll show you how to use your settlement to pay off debt, supercharge your retirement plan, and create a long-term plan for your future.

This one’s about protecting what’s rightfully yours – and CAPitalizing on it like a pro!

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CAPitalize Your FinancesBy Christopher A. Panagiotu, CFP®, CRPS®

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