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Thank you guys for the input. Keep it coming, great stuff. A lot for me to still consider and process. For those who asked, both the debt and inheritance are mine. Also, we used the first bit of the inheritance to pay off both of our vehicles. Clearing the student loan as well would free up...

Hello everybody, After receiving an inheritance my wife and I are left with a 60k remainder that is equal to the amount I have left on my private student loan at a 4% interest rate. I am at a dilemma. A little background on our situation: - Wife and I are both 28 and make ~$80k per year...

Sorry for not being more clear. The 18 y/o in question is a family member receiving a $75k cash inheritance, who has a partial scholarship to attend a state school that is still a bit a ways from home - so dorms/living expenses are necessary. Just seeing what you guys thought would be the best...

This will likely not cover all expenses for 4 years of tuition, books, dorm living, etc. but what would you do with $75k to get the most "mileage" out of it? All in a 529, part in a 529, or what? Thanks.

Thanks again for the replies guys. I e-mailed the bank's lawyer and am awaiting a response. What types of fees do these management companies have for cashing out on investments? Is Ameriprise "worse" than the others? Thanks.

Thanks for the replies guys. As some have asked re: charities, a percentage of the total trust is going towards a charity once it is disbursed. It looks as if I'll have to put in a request to the bank (now the trustee) for the itemized list of assets. Part of me felt a little guilty/greedy...

Greetings, new to the board and very new to the investment world as a recent college graduate (and newlywed) trying to do some financial planning. I have a question regarding my grandfather's trust that my mom, siblings, and I are named in as beneficiaries following his recent passing. We are...