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Unexpected #inheritance?
— Adams Wealth Partners (@AdamsWealthPtrs) March 27, 2024
Tip #2: Check in with yourself.
Receiving a #windfall can bring about complicated #emotions, especially if it’s due to a loved one’s death. Process your feelings and talk to your advisor before making any big financial decisions. #SuddenWealth #FinTwit pic.twitter.com/3Mhk2E5k9n
#SuddenWealth?
— Adams Wealth Partners (@AdamsWealthPtrs) March 26, 2024
Tip #1: Talk to your tax preparer.
Before you do anything with a #windfall, make sure you understand your #tax liabilities and have the information to make strategic moves down the road.#TaxPlanning #TaxTips #FinTwit #AdamsWealthPartners #AWP pic.twitter.com/GHj5lI4p4l
Invest your savings to combat inflation! We have seen how prices can impact our daily lives over the last few years as much as any. That's why it's important to not only save, but also invest!#invest #inflation #wealthbuilding #saving #RetireWhileYouWork pic.twitter.com/rdOBnT8KCv
— Adams Wealth Partners (@AdamsWealthPtrs) March 22, 2024