Twenty Financial Questions: Issue 6

This Issue #6 will cover several popular questions various clients have posed. To start, here is question number 1: How much money is enough to retire/invest? Haven’t we all thought the following? If only I could get a raise, or a better paying position, I could...

Spender, Lender, Investor: Issue 5

It has often been said that three types of people in life: The spender, the lender, and the investor. “Poor people buy stuff, the middle class buy liabilities, and the wealthy buy assets.” Let’s take a look at these truisms. The spender will buy...