What is the FIRST move you should make when you receive an inheritance? Hint: it's not a lavish trip to Vegas or a new beach house. Monica Haberlin and Corey Ward discuss what to do with "windfall" money and define the difference between Legacy vs. Estate Planning.  For more information or to schedule a consultation with Campbell and Company, visit www.mycampbellandco.com 

You Received An Inheritance, Now What?

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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You Received An Inheritance, Now What?

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