Huey Lewis* was an existing existing client when he called us with the good news: He had just finished a stupendous sales year and would be receiving a bonus of nearly $250,000 in a few months. Huey and his wife wanted advice on how to handle their good fortune.
What We Did
At Strategic Wealth, we are big believers in the "save some, spend some, and give some away" philosophy. When we mentioned that to Huey, he replied, "And that's why I'm here." After crunching a few numbers, we calculated that the Lewis's would have about $150,000 left from the bonus after taxes.
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* Huey Lewis is a fictional name for a real client.