Windfall

The 90-Day Playbook for Inheritance, Settlements, and Sudden Money

von Peter Agro

128 Seiten, Taschenbuch

Kurzbeschreibung des Verlags

The money has landed. Now protect it. Sudden money rarely vanishes overnight. It erodes through decisions made in the first month that cannot be undone in the fourth: the advisor who calls on day four, the relative with a business plan, the contract with a surrender schedule, the house bought in cash before the tax bill was calculated. Whether your windfall came from an inheritance, a legal settlement, the sale of a business, or a prize, Windfall gives you the ninety-day sequence that protects it. Not a philosophy. An order of operations. Inside you will learn: Where to park the money safely before you decide anythingWhat to say when people ask about the numberHow financial advisors are actually paid, and what a small fee difference compounds intoWhat kind of money you received, what you owe, and the calendar it comes due onHow titling and beneficiary designations can override your willThe mistakes that cannot be undone, and how to avoid them Built to be used, not just read. Every chapter ends with four actions you can take the same week, a worked example with illustrative numbers, and a cautionary case showing exactly how a common mistake unfolds. A ninety-day timeline, a checklist toolkit, a glossary, and ten AI prompts for preparing your own questions are included. This book will not tell you what to invest in. It will tell you what to protect first, which questions to ask, and in what order to ask them. Educational material only. Not legal, tax, or investment advice.

• Reihe: Independently published
• ISBN: 9798176007718
• Sprache: Englisch
• Erscheinungsdatum: 21.09.2026
• Größe: 229 x 152 mm
• Verlag: Independently published