THE BIG ROCKS OF LIFE A while back, I was reading about an expert on the subject of time management. The story goes that one day this expert was speaking to a group of business students and to drive home a point, used an illustration that I’m sure those students will...
As an advisor, you’re in the business of helping clients achieve financial independence. A key aspect of creating this reality is setting them up to live comfortably and confidently throughout retirement, no matter how many years that may last. In the process of doing...