HANDLING AN INHERITANCE WISELY

Receiving an inheritance can be an emotional and overwhelming time. It might be the most money or assets you've ever had, so it's crucial to get good advice and carefully consider your new financial situation.

• Many people feel pressure to use the money just like their parents did, but their circumstances are different. What worked for them might not be the best for you.
• Additionally, not earning the money can lead to spending it too quickly. Remember, this isn't like winning the lottery
• The key is to plan and think things through. Avoid rushing into big decisions. Consider saving for retirement or investing to grow your inheritance.

At Wheeler Wealth Management, we specialize in helping you protect your finances and make informed decisions. If you have questions or need advice, give us a call.

We want you to have Level 10 confidence that you are on track to handle your inheritance with wisdom and care.