Giorgina Nguyen

    couple reviewing financial documents and investments at home while planning how to manage sudden wealth

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    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

    EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®,...

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    Why You Should Consider Paying Off Debt Before Saving For Retirement
    Why You Should Consider Paying Off Debt Before Saving For Retirement

    When it comes to retirement planning, understanding your current debt is important. Not all debt is...

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