An inheritance can be beneficial, but it can also increase the complexity of your financial situation and even change your financial direction.
We work with people who have recently received an inheritance or other windfall to help them determine how it affects their financial plan and goals. We can help you understand:
The investment choices available from the three providers within Emory 403(b) plans
How the Emory retirement plan match works, as well as the details of coordinating between 403(b) plans for those who work with both the clinic and the university
How the 457 can benefit highly compensated employees
The insurance benefits that Emory offers, as well as the specific coverage and coverage levels that can best meet your needs
