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Sudden Money


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Table of Contents

What is Sudden Money? The Three Phases of the Sudden Money Process. PHASE ONE. The Decision Free Zone: What It Is and How to Handle It. Feeling Your Windfall: The Chute of Emotions. Search for the Right Financial Planner. Goal Setting. The Reality Check. PHASE TWO. The Risk/Reward Relationship. Stocks. Bonds. Mutual Funds. PHASE THREE. Staying on Track. Estate Planning: Transferring Your Wealth to the Ones You Care Most About. Giving and Sharing. THE SUDDEN MONEY EVENTS. Inheritance. Stock Options. Divorce. When Two Become One. Insurance Settlements. Winning the Lottery. Athletes and Entertainers. Retirement Benefits Package. Appendices. Index.

About the Author

SUSAN BRADLEY has been a Certified Financial Planner for nearly twenty years. She is the founder of The Sudden Money(TM) Center, a research and education company in West Palm Beach, Florida. She speaks, gives seminars and multi-day workshops, and trains financial advisors in the Sudden Money Process. She also designs Sudden Money programs for families, financial service companies, law firms, and corporations. MARY MARTIN, PhD, is a writer living in Palm Beach, Florida. She received her doctorate in applied linguistics from New York University and has been writing and developing curricula for over a decade.

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