In America, approximately 70% of people who receive sudden wealth, whether through inheritance, lottery winnings, or legal settlements, lose it all within a few years. This startling statistic reveals ...
Sonoma, CA / Syndication Cloud / March 12, 2026 / Magnum Financial In recent months, renewed market swings and ...
Every week, Allworth Financial’s Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...
Question: “I need a financial adviser. I recently received an inheritance of some significance and I have a modest lifetime of savings in both 401(k) and 403(b) accounts. How do I know what to look ...
When I talk with families about their long-term financial plans, the conversation almost always turns to inheritance and taxes. Lately, especially with the constant headlines about the “great wealth ...
In the popular imagination, receiving an inheritance always sounds like a good thing — after all, who doesn’t want a financial windfall? And inheritances can certainly be life-altering events. But ...
Wondering about what kind of professional you can trust with financial advice? Finding a financial advisor who is a fiduciary is a good first step, experts say. A fiduciary is someone who has a legal ...
Receiving an inheritance or a financial gift can feel a little bit like winning the lotto. It’s easy to have already spent the lot in your head. Some of your plans might be sensible – paying down the ...
Paying for financial advice can seem like a catch-22. After all, shelling out cash for financial advice can be difficult if you don’t have money to spend. As a result, you may find yourself looking ...