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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 ( and let us know how you would handle an inheritance.


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Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways include, Required Minimum Distribution (RMD) age increasing to

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