Tired of juggling multiple investment accounts and struggling to keep track of all your statements and tax forms? Consolidating your investment accounts with a financial advisor can make managing your finances much easier.
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Receiving a financial windfall, whether it's a surprise inheritance, a lottery win, or a legal settlement, can be both exciting and overwhelming. It's natural to feel a rush of emotion and to want to spend the money right away, but it's important to take a step back and think about how to be smart with your windfall.