Wealth Management:

Lifestyle & Estate Planning

Bridge lifestyle issues with retirement capital aspirations. Contemplate wealth transfers at death and while living for family and others.

Powerball lottery fever

Adrian Mastracci, discretionary portfolio manager & financial advisor at Lycos Asset Management says, “My counsel to the eventual Powerball lottery winners is to step back and take a deep breath before deciding how to unfold the rest of their lives.” A few people have [...]

Saturday, June 10, 2017|Lifestyle & Estate Planning|