One married couple has a large age difference and needed to work through some challenging work/life balance decisions. We saw this as an opportunity to help them see each other’s position and come to a consensus. To this day, they are both quite effusive in their gratitude in helping them arrive in their retirement/second career arrangement and financial security.
Quarterly Review
2022 First Quarter Review: Extraordinary Influences/Inflation Concerns
Download the PDF copy here Executive Summary 2020 and 2021 were defined by extraordinary influences over the economy, namely, covid, efforts to contain it, and
May 23, 2022
