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LIFE TRANSITIONS

Inheriting Money

A sum that can last one person a lifetime might last another just a few years, months or even weeks. If you’re fortunate enough to inherit a large amount of money when you are younger, here are a few tips that will help ensure that your new fortune lasts at least as long as you do.

Here are some things to consider:
  • Young adults who receive large inheritances should hire a Transition wealth advisor. An advisor will give you a different perspective on how to rearrange your current finance and integrate the new money to fulfill your dreams and retirement goals.
  • The absolute worst thing someone can do is to go out and spend money lavishly.
  • Get your affairs in order first, and then squander only what you can afford to live without.
  • Investing can seem intimidating, which makes it wise to hire a transition wealth advisor to guide you to a secure financial future.
  • Eliminating existing debts is often the first and best move you can make, as this will create even more cash flow for you to enjoy.

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For more information about how to enter the next phase of your life and the financial steps you need to follow book a complimentary Financial Health Assessment.

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TESTIMONIALS

"I always wanted to talk to someone who could help me get my financial goals in order. I know I needed to get to this part but had no clue how to or who to get? When I spoke to friends they were in the same position. Araceli was amazing no question was dumb or any thing I had did in the past could not be fixed.

I feel/know Araceli got my life in order and regained happiness to my out look on my future. Does that sound dramatic...YES... but it is true!
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I now have correct insurance coverage, my budget is fair I am not in the poor house every pay week and I have a feeling of safety and freedom. I love seeing her and she keeps me in check. I will always have this lady in my back pocket she has become a friend."

Christine Macvicar (Single professional)Mississauga

I met Araceli Hernandez about 9 years ago. One of the best decisions I ever made was to meet with her about financial planning. She wasn't pushy and listened to my concerns. I appreciated her vast knowledge and expertise. Fast forward 9 years later and I'm in a very good financial situation because of Aracelli's advice. My son is also well on his way to saving for his future. I strongly believe that everyone should have a financial advisor but working with someone like Aracelli is key to making well-informed decisions.

Patrice Palmer (Single Professional) Burlington

“I’ve worked with Araceli and feel she is the best. She works hard, knows her stuff and has integrity. She works with your budget and presents you with options that work for your situation and lifestyle. ”

Dana Castro (owner of three crowns studio) Mississauga

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