Boom! Managing Sudden Wealth - Overview
This is a short-form version of the 15-credit course, Boom! Managing Sudden Wealth. You get the essentials on managing a windfall: its scope, its challenges, and its benefits. Learn about a strategy for saving, investing, insurance, and gifting. Get details on legal and tax matters that affect financial planning. You won’t be shortchanged by this overview version of the course. It provides plenty of valuable information to build your expertise in a subject that is relevant now — and will be of huge importance in years to come.
This is a short-form version of the 15-credit course, Boom! Managing Sudden Wealth. You get the essentials on managing a windfall: its scope, its challenges, and its benefits.
Learn about a strategy for saving, investing, insurance, and gifting. Get details on legal and tax matters that affect financial planning.
You won’t be shortchanged by this overview version of the course. It provides plenty of valuable information to build your expertise in a subject that is relevant now — and will be of huge importance in years to come.
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
Table of Contents<br />
1. Hello Money! 4<br />
2. <strong>Sudden</strong> <strong>Wealth</strong> Sources 6<br />
3. Constraints to Consider 11<br />
4. The Decision-free Zone 13<br />
5. What To Do First 16<br />
6. Will Power 24<br />
7. Ditch the Debt 30<br />
8. Give It Away 31<br />
9. Save It 39<br />
10. Invest It 62<br />
11. Insurance Needs, Revisited 73<br />
12. A Taxing Concern 83<br />
13. What To Do Next 88<br />
3
Change language