Money in your pocket 206: Dealing With a Windfall

[@shannonarmstrong6364]

Thank you so very very much... can you advise how to find an honest lawyer acct and brokerage please

[@samj7681]

I would recommend Sue Peterson from Pathstone of Bellevue WA. Very very honorable lady and loves helping people especially ladies.

[@shannonarmstrong6364]

@@samj7681 thank you

[@samj7681]

@@shannonarmstrong6364 your welcome! She is good and you would find her under Susan Peterson. She is a family office so she can help you with all those concerns you have.

[@frankmontez6853]

Yeah I'd just like to live comfortably the rest of my life not too extravagantly nope. Sometimes I pick the annuity payment and sometimes the lump sum. Yeah finding an honest not too expensive financial team in which their fees wouldn't be a terrible drain on my money as well as being very competent. Taxes are one of the most important factors to consider when it comes to money management.

[@markcinco8405]

You missed a big one - VA disability back pay. Many appeals drag out for years, then the successful veteran gets tax free lump sum.

[@LoganAllec]

22:04 "Here's a check for $5,000." I can't imagine there are too many Boomer parents dropping $5,000 checks on their kids. They're in a retirement crisis of their own!