Key to Financial Peace of Mind: Think 'What's Next?' Rather Than 'What If?'

A man looks focused as he goes over paperwork at his desk at home.

I recently sat with a client who had just inherited a substantial amount of money from her sister. It was a sudden, unexpected windfall wrapped in grief, not in celebration.

Despite the zeros in the account, she didn't feel secure. She felt anxious, overwhelmed and even guilty.