Some know-it-alls know less than they think. Avoid acting on assumed knowledge.
Know your goals first. They will help you decide the how part of the question
Find a way to make a need into a want.
Money doesn’t care about you. How is your relationship with it?
Acting on wrong information hurts the connection.
Estate planning is not hard for you unless you approach it from the wrong place.
There is a resolvable conflict between advisor and client.
More on “Money is not the entire answer”
Breakfast In a breakfast of bacon and eggs, the chicken participates, but the pig is fully committed. There are some things in life that need a total commitment. That means you need to know the difference. Much of the difference lies within yourself. To… Continue Reading “On Commitment”
Neither client nor advisor should do everything.