Coming into money presents opportunities and challenges.

Whether you’ve received an inheritance or other financial windfall, there are many financial issues to consider. Use our online Action Plan Checklists below to make the most of your new wealth.

Where do I start?
What planning and investment steps should I take?
What should I know about inherited property?

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Contact a Schwab Investment Professional at 866-855-7545 or by email.

Expert opinions on new wealth

Rande Spiegelman, VP of Financial Planning
What to Do if You Receive a REALLY BIG Windfall

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