Coping With Winning - Rule #5: Protect Your Assets

Having become an instant celebrity, protecting your privacy is job one. It's never too early to get an unlisted telephone number, post office box, security system, and some professional consultants including a Certified Financial Planner (CFP) to watch over the actions of your portfolio manager, tax accountant, investment consultant, estate planning attorney, plus an estate planning life insurance agent.

Beyond these professionals, there are few others who have to know about your new-found good fortune. Instead, consider becoming a dull & basically uninteresting individual. Exercising discretion about your wealth and future plans will help you attain your goals and ultimately be in the best interest of you and those you care about.

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