Over the years as I have talked with people about their finances a common response is “well, I already have a guy”. They are referring to their Stock Broker, Money Manager etc. I say to them “well, do you have a Plan or do you just have a ‘guy’? Who is deciding what that guy needs [...]
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Everyone (including Financial Advisors) needs to decide “where do I start” when trying to optimize our financial plans and strategies. I think it’s possible that we have been starting in the wrong place. Let me tell you what I mean.
The three types of assets each of us has in our lives are:
Lifestyle Assets: The money [...]
Continue reading about Maybe We Should Start Somewhere Else to Grow Your Assets Safely
