Aug
06

Can The Lottery Ruin Your Life?

posted on August 6th 2018 in San Diego CFP Team Posts with 0 Comments

“For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is unfamiliar to a lot of people. Charles uses the lottery to explain how our behavior […]

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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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