How to help clients deal with a windfall

08/25/2014 |

Cicily Maton, founder of Aequus Wealth Management Resources, has a clinical psychologist on staff to help clients deal with windfalls. Most of her clients come to her firm because they receive a cash settlement or inheritance and don't know how to handle the sudden cash infusion. Maton recommends that clients go into a "decision-free zone" so they have time to assess what to do with the money and implement a plan.

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