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In the News

Advisors Say Move Gingerly With Suddenly Wealthy Clients

By Ben Mattlin May 10, 2024 Financial Advisor

Sudden wealth, whether from inheritance, business sales or lottery wins, poses unique challenges for clients. CFP Board Ambassadors Chelsea Ransom-Cooper, CFP®, Jasmine Renae Ball, CFP ® and Andrew Gardener, CFP® provide financial recommendations for sudden wealth recipients.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
May 10, 2024