May
21

So, You Just Won the Lottery; Now What?

posted on May 21st 2017 in Market Commentary & San Diego CFP Team Posts & Your Financial Advisor with 0 Comments

Managing a lump sum, Financial Planners, San Diego Financial Planners, Austin Financial Planners

Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]

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