Tag: Practice Management
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6 Critical Mistakes People Make in Their 50s
The big 5-0 can be a scary milestone. However, it should instead be seen as an opportunity to re-invest in yourself as you begin the second half of life.
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Managing the Engagement Period: Setting the Stage for Financial Harmony in Marriage
What do you give a newly engaged couple? How about the gift of financial security and harmony!
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People ask: what should I invest in?
At its essence, investing is about getting the right compensation for taking on a level of risk, and matching that risk to your personal tolerance and goals. I encourage people to contemplate questions like “how much of your hard-earned wealth can you afford to lose?” and “when will you need the money?”.