The Leaflet

Inheritance, financial planning, investing, and philanthropic news

Financial Planning

Investing and Markets

Philanthropy

Inheritance

Katherine Fox 10/20/22 Katherine Fox 10/20/22

Navigating Sudden Wealth

CAULK - it’s not just for sealing! 5 tips for those dealing with an inheritance, lottery winnings, or other sudden money situations to help navigate new, and often turbulent, waters.

RESOURCES

LEARN

hello@sunnybranchwealth.com

CONNECT

503-214-2281

©2022-2025 Sunnybranch Wealth, LLC. All Rights Reserved.

Sunnybranch Wealth, LLC is a registered investment adviser in the state of Oregon. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.