A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?
A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?
A client once shared a poignant regret: “When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”…
When I run retirement projections for clients, one thing I do differently is stop the projections in the early to mid-80s—despite knowing there’s a high probability that one partner in…
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Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. So what can you do…
When discussing financial success, many people tend to use the terms “rich” and “wealthy” interchangeably. While being rich is often associated with having a lot of money or material possessions,…
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