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
2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient
Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption
June 12, 2023
