You have an elderly widowed neighbour. You know her so well that she asked you to be the executor of her will some years ago, shortly after her husband died. Recently, you have noticed a few changes in her lifestyle. She is full of excitement...
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Give it away, give it away, give it away now Give it away, give it away, give it away now Give it away, give it away, give it away now* You have reached a level of wealth that gives you a sense of contentment. You are confident that...
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A No-Cost No-Obligation Financial Planning Conversation About Almost Anything in 30 Minutes What are your resolutions for 2020? Might any of them be to tackle some burning financial questions? If so, consider reaching out to me for a quick 30-minute conversation about that question. FINPLAN30 conversations are 25 minutes...
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