Budgets and Settlement Planning for Life After Settlement

John Darer • July 1, 2025

Most People Who Sell Structured Settlement Payments Do So To Pay Bills

Budgeting and Settlement Planning

Both serious scientific surveys and the "just-for-fun" ones agree on one thing: most people sell their structured settlement payment rights because, well, bills don’t pay themselves!

Q. Why do people have bills?
A bill is issued when you owe money to the manufacturer, merchant, or provider of a product or service you have purchased. It is crucial to distinguish between essential staples, such as food, basic clothing, shelter, fuel, and medical care, and discretionary expenses, such as a new TV, a cruise, the latest gaming console, or renovating a kitchen with the newest Gaggenau range.

Q Why do people get into trouble with their bills?

Some possible reasons:

  1. Failure to budget.
  2. Failure to adhere to a budget
  3. Mismanagement of credit.
  4. Price increases in goods or services that stretch or exceed budgeted and available income resources
  5. Failure to monitor budget and adjust for increases in prices of necessary goods and services with a concomitant reduction in discretionary spending
  6. Unexpected large expense for unforeseen medical needs not covered by insurance
  7. Loss of income due to job termination, death of spouse or divorce
  8. Excessive or irrational largesse due to Transition Stress from sudden money or sudden wealth (tort victims, beneficiaries of inheritances and lottery winners)
  9. Failure to set up and maintain a reserve fund


Budgeting might not be glamorous, but the consequences of skipping it can be harsh. The old saying, "people don't plan to fail; they fail to plan," holds true, whether you have a structured settlement or have experienced being a tort victim.

For tort victims, adopting good practices early is essential, and budgeting should be an integral component of settlement planning and litigation recovery management.


Structured settlement annuities can be very helpful to the budgeting process by providing guaranteed income streams and deferred lump sum payments tailored to specific needs and time frames





The potential reasons for the inability to pay bills extend beyond tort victims and those who receive structured settlement annuity payments.



structured settlements and budgeting
USAA structured settlements
By John Darer July 16, 2025
USAA Life Insurance Company, an A++ rated insurance company, issues structured settlement annuities with 1%, 2% and 3% COLAs. USAA Life structured settlements are exceptionally compatitive on lifetime benefit payments with long duration certain periods for ages under 35.
MetLife Structured Installment Sales Now Available in New York
By John Darer July 8, 2025
Owners of highly appreciated NY businesses or NY real estate may benefit from a structured installment sale tax deferral program as an alternative to a 1031 exchange. MetLife's structured installment sale program is now available in NY and in all 50 states. Call 888-325-8640 for more info
what is a qualified assignment
By John Darer July 8, 2025
A qualified assignment is part of the process to establish a structured settlement that enables a Defendant, Insurer, or Qualified Settlement Fund, to achieve a complete novation of the future periodic payment claim established by suit or agreement, through a substitution of obligors.
structured settlement annuity
By John Darer July 2, 2025
An annuity and a structured settlement walked into a bar, how do you tell them apart? 4structures' John Darer reviews the differences for you right here.
lifetime structured settlement annuity lake tahoe
By John Darer July 2, 2025
A lifetime structured settlement annuity turns part of your settlement recovery  into guaranteed income you can’t outlive that is contractually guaranteed by a regulated life insurance company. A lifetime annuity is sometimes referred to as longevity insurance.
secondary market annuity
By John Darer June 28, 2025
Structured settlement receivables are often deceptfully marketed to investors as annuities. When the originating structured settlement factoring company buys structured settlement payments in a structured settlement factoring transaction, they are buying a receivable not an annuity.
constructive receipt structured settlement
By John Darer June 21, 2025
Avoid constructive receipt if a structured settllement or structured attorney fee is to be established. Care must be taken to avoid constructive receipt.
USAA Life Insurance Company structured settlements
By John Darer June 9, 2025
Financial services provider USAA ranks 94th on Fortune 500. USAA Life Insurance Company, which earns the top rating of A++ from AMBest is often super competitive on longer term payment streams.
Prudential Income Advantage Indexed Structured Settlement Annuity
By John Darer June 2, 2025
John Darer reviews Prudential Income Advantage structured settlement annuity, which provides indexed structured settlement annuity option with the potential to grow personal injury settlement funds while offering protection from market declines. 2 IRS Private Letter Rulings!
structured settlement cash flow
By John Darer May 27, 2025
How would you like to have a "job" that provides you options of guaranteed income for life without being fired, guaranteed raises and no income taxes? If you're eligible, there are ALOT of openings. Find out if you're eligible.
More Posts