Managing a Windfall


Tyler and Sahana talk about managing a windfall. A windfall is a large, and sometimes unexpected financial gain. Common windfalls include inheritance, sale of property or business, salary bonus or winning a lottery. Tyler and Sahana discuss things to think about when receiving a windfall such as savings, potential taxes, emergency funds, charitable and family gifting, paying of debts, long-term savings, and splurging a little on your good fortune. Reach out to us (podcast@lvmcapital.com) and let us know how you would handle an inheritance.

59 views

Recent Posts

See All

Tyler and Jordan review the Commerce Department’s estimate of first quarter Gross Domestic Product (GDP) which showed the US economy contracted on a real (after inflation) basis. On a current dollar b

Tyler and Jordan sit down to recap the first quarter 2022 capital market returns. The S&P 500 fell nearly 5% in the quarter with weaker returns in small cap stocks (-7.8%), small cap growth stocks (-1