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In the News
Advisors Say Move Gingerly With Suddenly Wealthy Clients
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 AdvisorBen Mattlin
May 10, 2024