Whether you win the lottery, earn a new job or promotion, or find yourself on the receiving end of an unexpected inheritance, it’s critical that you invest wisely in a sudden wealth scenario- especially when tax time rolls around.
Let Bodnar Financial determine your investment risk tolerance and allocate unexpected wealth in a way that best meets your life goals.
- Bodnar Financial can help you answer questions like these:
- Do I have to declare this money to the IRS?
- How do I figure out what my new spending budget is?
- How much money should I keep in my bank account as cash?
- If my money was a gift, do I get to keep it all?
- Should I buy a boat or open a bar with my neighbor? (Spoiler: Probably not!)