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May 2025

I Just Received a $#!+ Ton of Money … Now What?

A windfall can be life-changing, but it can also bring emotional and financial challenges. Instead of rushing into big purchases or drastic changes, the key is to protect, pause, and plan what you'll do with your newfound wealth. From understanding safe storage and tax implications to building a strategic financial and investment plan, turn your financial windfall into lasting security and opportunity.
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Break in Case of Emergency

Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency reserve to draw from can mean the difference between staying on track toward your dreams — or your timeline for that next goal getting derailed. Learn why an emergency reserve is important and how it is the foundation of a strong financial plan.
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