4. Keep Things Simple
You want to keep things simple. Even if you’re a millionaire in a small community and can’t hide your newfound wealth for an extended period, you want to be cautious of the actions you take with people, especially when they ask you for money.
For example, you receive a call from a local nonprofit asking for a sizable donation to start a new project to help children in your area. You’re supportive of this charitable and the children, but you don’t understand the new program. Don’t jump and say you will help because your heart tells you to. Instead, set up a meeting with the director, yourself, and your financial advisor. Meet with your advisor before you sit down with everyone so you can come up with questions and understand how much to invest in this project.