winning the lottery

July 14 2021

What Would You Do If You Won The Lottery?

Andrew Rosen From Our President, Happiness

Contents hide

2 Goal Setting – A Lesson From Lottery Daydreaming

Have you ever purchased a Powerball or Mega Millions lottery ticket and daydreamed about the winnings? Winning the lotto has a low probability , but buying a ticket can be an exercise in financial planning. How?

Happiness

While you’re daydreaming about the big payday that comes with the Megamillion payout, you’re learning what makes you happy. How you’d spend a large chunk of lottery money likely indicates what you’d spend your time and effort on in your life. If you’d spend it on a big trip, travel makes you happy. Buying multiple homes for your family means that family and building memories are of importance to you. Determine what brings you happiness by thinking about how you’d spend your lotto winnings.

Goal Setting – A Lesson From Lottery Daydreaming

Set your real-life financial goals based on your happiness. If travel makes you happy, set travel as a goal for your future. Building a beach home to create family memories should be a goal if that is high on your priority for your personal happiness.

Use your lottery daydreams to fuel your real-life happiness and goals. Work with a financial advisor that focuses on your happiness and goals, like Diversified, to help you in your process.

Andrew Rosen

In his role as Financial Planner, Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. To set up an appointment with Andrew, or any of our qualified financial advisors, contact us at clientservices@diversifiedllc.com or call 302-765-3500.

Financial planning and Investment advisory services offered through Diversified, LLC.

Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC.

A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.

Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

www.finra.org | www.sipc.org | Privacy Policy

Join us for a live investment webinar on January 8th:

X