Investing Blog Roundup: Retirement Spending, Gifting, and Big Inheritances


I’ve seen it over and over again with clients: they reached financial independence at some point in their 50s or 60s. And then, years later (maybe several years, maybe a decade or more), they inherited a whole bunch of money from their parents. And it’s not that the inheritance does nothing for them, but it really doesn’t change their lives dramatically, despite being a very large sum.

Christine Benz recently discussed the implications of a large inheritance and how it often means that there were missed opportunities, whether for spending on oneself or for more impactful giving to loved ones at an earlier point.

Other Recommended Reading

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What is the Best Age to Claim Social Security?

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