Finance Tips

Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much.

It’s possible, of course, to receive terrific unexpected news that you’ve just inherited a fortune or that the early-stage company you invested in a few years ago has become a unicorn. But let’s face it: Surprises about our money and assets typically aren’t occasions for throwing a party.