Skip to main content
In the News

I’m Getting a Big Inheritance. I Hate It.

By Kristin Wong October 23, 2025 Slate

An individual inheriting a parent’s Roth IRA faces decisions about the funds while grieving, and another in their late 30s who saved around $1 million worries about having enough for retirement. In both cases, a CFP® professional can develop a customized strategy to optimize savings based on each person’s financial situation.

Read More at Slate

Slate
Kristin Wong
October 23, 2025