Suddenly Wealthy: Financial Planning Tips for Managing a Sudden Inheritance or Windfall

Top financial planning tips for a sudden inheritance or windfall.

Wealth Management, Editor's PicksDavid Flores Wilson, CFA, CFP® and Dann Ryan, CFP®July 4, 2023Planning to Wealthwindfall, sudden wealth, financial planning for a windfall

How to Approach Selling Stock Compensation in Your Public Company

The effects of psychological barriers and biases on investment decisions are well documented, yet still they often manage to be amplified when dealing with stock positions in an individual’s own company.

Financial Planning, Editor's Picks, Wealth ManagementDann Ryan, CFP®November 17, 2020Sincerus Advisorystock options, company stock, Equity Compensation, selling, bias, Dann Ryan, New York City fee only certified financial planner (CFP), NYC fee only CFP

Transitioning Wealth to the Next Generation through Intentional Inheritance Planning

How to successfully structure transferring sizable wealth through an inheritance so that wealth enhances the life of your heirs and aligns with your values and desired legacy.