Got a Lump Sum? Create Financial Security


Dear Reader, At some point in your life, you might receive a lump sum—maybe a severance check, an inheritance, or an insurance payout. And when that moment comes, I want you to be ready. Because the difference between financial stress and financial security is a financial plan. How you use that money can either create long-term financial security or just provide temporary relief. The key? Knowing what stage of financial security you’re in and using the money strategically to move up. I help...