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Lottery Winner Advisor

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Won The Lottery? Take the Lump Sum or Annuity Quiz

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If you have won the lottery and want to know if you should take the lump-sum or the annuity (or even if you didn’t win and just want to dream a little), take the online Lump Sum vs. Annuity Quiz and see for yourself!

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5 Mistakes To Avoid When Handling An Inheritance

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If you’ve been lucky enough to receive an inheritance, you might be tempted to start spending. After all, a few small indulgences couldn’t hurt, right? Take a deep breath and slow down. Two of the most common inheritance mistakes we see are that people move too fast and spend or give too much. Instead, develop…

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21 Innovative Ideas for Office Pools

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Robert was recently featured on Fit Small Business, offering expert advice on successfully setting the rules for a fair office lottery pool. Read the full article here: 21 Innovative Ideas for Fun Office Pools

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What Should You Do If You Get a Sudden Wealth Windfall?

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Robert Pagliarini and his latest book, The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth, were recently featured on the Goldstein on Gelt Show. In the episode, Robert discusses how you can find proper financial help and guidance if you receive a sudden windfall — either from an inheritance, lawsuit, lottery win, or any…

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Sudden Wealth Mental Accounting

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Regardless of the source of the money, logically, we know the value is the same, but somehow, a dollar we earn is “worth” more than the dollar we find. Research shows that those who won money in a radio contest were more likely to spend the money than those who earned it by working overtime…

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Protecting Your Elderly Parents from Financial Fraud

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Elders are financially defrauded daily in this country. Just a tiny percentage of these crimes are made public. In fact, the National Adult Protective Services Association (NAPSA) estimates that only 1 in 44 cases of elder financial abuse are reported. A recent NAPSA study found that 11% of seniors had been financially “abused, neglected or…

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Sudden Wealth Financial Planning

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A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity to live and work on your terms.…

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Robert Pagliarini Quoted in New York Times Column on the Lottery

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Robert Pagliarini was quoted in a New York Times column by John Tierney titled “How to Win the Lottery (Happily)“. Here is an excerpt: If you have won the lottery, or if you plan to do so, please keep reading this column. The information is vital not just to your happiness but also to the…

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Best Financial Advisor for Lottery Winners

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As a lottery winner, you are likely to be barraged by tax, legal, and financial issues. The only method to successfully navigate your way through the complexity is to have a team of experts who are the best at what they do. The question is, who is the best financial advisor for lottery winners? I’ve…

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Is the Lottery a Good Investment?

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In a recently Forbes column I wrote, I make the case why the lottery is a good investment. No, not a good financial investment, but a good investment in yourself. Here’s a snippet: The real question is not what toys you would buy or even how winning the lottery would change your life. The better…

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