What Not To Do When You Inherit Money

If you’ve been lucky enough to receive an inheritance, you might be tempted to start spending. After all, a few small indulgences couldn’t hurt, right? Take a deep breath and slow down. Two of the most common inheritance mistakes we see are that people move too fast and spend or give too much.

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Make a Plan to Get Financially Fit

Much like staying healthy, financial fitness is a long-term goal. This often means implementing reasonable changes that match your lifestyle and work with your habits. While some changes are straightforward, such as periodically rebalancing your 401(k) account, others can take time. In the latest contribution to LetsMakeaPlan.org, CFP Board offers the following tips to help you become and stay financially fit.

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“Stretched Worriers” Feel Financially Trapped

When looking to improve your financial situation, you often hear about the value of saving more and spending less. While that advice is useful for many, what about the individuals whose budget is stretched to its limit? When tightening your belt is not an option, less conventional steps must be taken to improve your financial situation.

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Slow and Steady “Confident Savers” Win the Race

You don’t have to be a millionaire to have a strong retirement plan. Starting early, saving regularly, valuing savings, and meeting with a financial planner have helped many Americans become confident in their future. In the latest contribution to LetsMakeaPlan.org, CFP Board Ambassadors explain why Confident Savers are ready for retirement:

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“Tentative Savers” Feeling the Squeeze of Competing Financial Obligations

If you’re part of Middle America, it’s likely you have some worries regarding your finances. Though it may seem like saving for retirement is an impossible task, there are steps you can take to gain more control over your future and relive your stress. In the latest contribution to LetsMakeaPlan.org, CFP Board offers tips for Tentative Savers to resolve their financial worries:

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