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.
Year In Review
2022 Year End Review: Inflation and Interest Rate Trajectory Remain in the Headlights
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures
March 3, 2023
