Ask the Advisor: What to Do With an Inheritance

By Jonathan Young

Since 2008, Jonathan has helped Members reach their financial goals. He believes that financial plans should be built with a specific objective in mind, like living comfortably in retirement, saving for college, or buying a house. 

When you receive an inheritance, you may be wondering what to do next. No matter if it’s a modest or substantial amount, handling it responsibly is one way you can honor the family member who left it to you. Here are some ways to help you decide what to do.

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