Barrister Brief – Year-End Financial Planning Tips
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[vc_row][vc_column][vc_column_text] Whether to take the lump sum or the annuity… Oh boy, if only we were forced into this tough…
[vc_row][vc_column][vc_column_text] Whether to take the lump sum or the annuity…
Oh boy, if only we were forced into this tough decision, what would you take?!?
As the lucky winner of the Powerball, Manuel Franco recently had to decide, and he went with the lump sum, $326 million, after taxes! I discuss why this is usually the better option in this USA Today article.
Read more of my thoughts on what should you do if you win the lottery HERE.
If you haven’t recently reviewed your financial plan you should contact your CERTIFIED FINANCIAL PLANNER™ Practitioner.
If you aren’t currently working with a CERTIFIED FINANCIAL PLANNER™ Practitioner you can learn more about my practice HERE or you can find other CFP® Practitioners HERE[/vc_column_text][/vc_column][/vc_row]
04/30/2019
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