8/29/25

What to Do If You Receive an Inheritance | 4 Key Steps

Received an inheritance? Now what? An inheritance can be life-changing, but without a plan, the money can disappear quickly. In this video, I share four key areas to focus on so the money works for you and supports your future.

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"Rule of 55" - Access your 401(k)/403(b) funds before age 59 1/2