Overcome fear of financial regret to embrace a fulfilling life

04/10/24 at 03:00 AM

Overcome fear of financial regret to embrace a fulfilling life 
Advisorpedia, Viewpoints by Ross Levin; 4/8/24 
... A primary job of financial planners is to help their clients see what is possible. It is also to help them balance living today while preparing them for tomorrow. But not knowing how many tomorrows we have can create too much emphasis on an uncertain future. ... One of our long-term clients is now in hospice. As we were talking, she said how grateful she was for what she and her husband did with their family ... Although cancer will rob her of some years, she has lived her life fully. I have worked with countless clients, and here is some wisdom I have discovered that helped them avoid regret: [click on the title's link to read].

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