Startling confession...

Often times in working with clients who are very successful and bright in their own right, they will abruptly confess, “I really don’t understand what you are talking about.”  This confession is in reality true with most of society.  When were we ever taught about investing, planning and complex insurance strategies?  When were we taught about compound interest, beta, debt ratios and retirement income?  All assume they should know more than they do and falsely assume everyone else knows more than they do.  Granted, some have worked hard to self-educate – and that is to be commended, but the reality is we have to delegate to professionals what we don’t have time to do full-time.  That is unless we have nothing to do full-time…

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