Sunday, December 5, 2021
News for Retirees


Inheritance – Curse or Blessing?

Share this…FacebookPinterestTwitterLinkedin By Mark Bordelove I just lately had a consumer inherit roughly $750,000 from an uncle that he was…

By Staff , in Retirement Accounts , at November 3, 2021



By Mark Bordelove

I just lately had a consumer inherit roughly $750,000 from an uncle that he was very shut with. The uncle had no kids and left the cash to my consumer and his brother. My consumer is in his early 50s and has been profitable in technical gross sales over his profession. His spouse works and makes a steady revenue. They’ve saved diligently of their retirement accounts and have despatched two of their three kids off to school.

The very first thing he stated to me when he known as was, “I’m contemplating quitting my job and opening a weed enterprise.” My first piece of recommendation to him was to hit the pause button and take a second to mirror upon and respect his nice fortune, and never make any snap selections.





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