Month

January 2015
Unfortunately, this is sometimes the line I find myself telling people in poor financial shape. If someone is at the point where they need to stop working, and they haven’t saved much, they’re looking at living a very modest lifestyle. The longer my career goes on, the less I seem to encounter this, but every...
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Last night I had a meeting with some very long time clients of mine. Over the years our families have become close. Apart from having natural chemistry with them, I feel that one of the things that has made our financial advising relationship so successful has been that we have open communication. Our meetings are...
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