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[quote=Anonymous]I recently came into a windfall and since I haven’t had money, I met with a CFP who created a financial plan (and forecasts) for us based on our goals. It was so helpful in understanding how that money can really set up our whole family for success (comfortable retirement, college paid off, etc.) and maybe even our grandkids. I suggest meeting a fiduciary CFP to create a plan. Ours also manages our money because I knew I wouldn’t be as on top of it as I should. They’ve already helped us significantly. I wouldn’t pay off the mortgage, I’d invest in the 529s to get full tax benefits every year, open a backdoor Roth and put the rest into a mix of bonds, international and US stock index funds (research Bogle’s three fund portfolio) [/quote]
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