Someone called today to ask “when would be the best time to start talking to you about retiring?” That’s the one question I wished more people asked before they finish working! Instead most people wait until they finish working before planning for retirement! Unfortunately planning after retirement reduces the options available to create awesome outcomes.…
Recently a couple who are a couple of years from retirement came to see me. They wanted to know what they could do to improve their situation prior to retirement. The husband had an extremely unrealistic view of their situation; whereas the wife was extremely realistic about their limited resources and income. The husband shared…
I’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…
When you’re looking for any professional to work with, I always feel it’s important to have a first meeting with no obligation for either party to engage. For me the first meeting is about being relatable and professional all at the same time. First meetings should be an opportunity for each party to assess whether…
Today was a first…I almost walked out on an appointment I’d travelled to. After sitting with a prospective client and getting the run around, lots of evasion and smug smiles I packed up my tool box (pen, paper & calculator) and after explaining I didn’t have time for their games I headed to the door…I…
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