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PUT YOUR FINANCIAL WINDFALL TO WORK

We can help. Uncover practical tips and strategies – including seven action steps you should consider.

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Complimentary Guide

 

Limit one complimentary offer per household, per 18 months. Offer ends December 31, 2026, and is only applicable to households with minimum investable assets of $250,000. Offer criteria may be waived at Edelman Financial Engines’ discretion. AM4079456

 

 

Your guide includes:

  1. Considerations for handling the psychological impact of a windfall
  2. Important do’s and don’ts before making any moves
  3. Strategies to consider to help make the most of your money.
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    Published 3Q 2025, based on prior 6-month data through June 30, 2025 as gathered by Cerulli Associates.

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