Investing A Lump Sum

Iā€™m often asked how to invest a lump sum of new cash.  The answer depends on several factors: where the money came from, the amount relative to your current savings and how it was invested before you received it.

Lump sums can come from several different sources ā€” a pension payout through a job change or retirement, divorce, inheritance, the sale of property or a business, or perhaps winning the lottery.

Join me as I share 4 simple rules to help decide on the direction you should take with a Lump Sum.

CONTACT ME if you have any additional information, I would be honored to help you in any way that you may need.