Windfall: The 90-Day Playbook for Inheritance, Settlements, and Sudden Money
The money has landed. Now protect it.
Sudden money rarely vanishes overnight. It erodes through decisions made in the first month that cannot be undone in the fourth: the advisor who calls on day four, the relative with a business plan, the contract with a surrender schedule, the house bought in cash before the tax bill was calculated.
Whether your windfall came from an inheritance, a legal settlement, the sale of a business, or a prize, Windfall gives you the ninety-day sequence that protects it. Not a philosophy. An order of operations.
Inside you will learn:
Where to park the money safely before you decide anything
What to say when people ask about the number
How financial advisors are actually paid, and what a small fee difference compounds into
What kind of money you received, what you owe, and the calendar it comes due on
How titling and beneficiary designations can override your will
The mistakes that cannot be undone, and how to avoid them
Built to be used, not just read. Every chapter ends with four actions you can take the same week, a worked example with illustrative numbers, and a cautionary case showing exactly how a common mistake unfolds. A ninety-day timeline, a checklist toolkit, a glossary, and ten AI prompts for preparing your own questions are included.
This book will not tell you what to invest in. It will tell you what to protect first, which questions to ask, and in what order to ask them.
Educational material only. Not legal, tax, or investment advice.
Customer Reviews
ThriftBooks ® and the ThriftBooks ® logo are registered trademarks of Thrift Books Global, LLC
