A quick note to say thank you...
I've always been obsessed with increasing financial literacy and am fortunate to have collaborated with Jen Borislow and Melissa Marrama on authoring a book with that exact goal. If I Had Only Known was inspired by our cumulative experience and numerous client stories. The response we have received from people of all ages has been tremendous and we are incredible proud the impact this guidebook has already had for our clients. Thank you for taking a sincere interest in your financial future and for working towards leaving the gift of having your wishes known and your puzzle-pieces in order for your loved ones.
Be well!
Michaela F. Scott
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.