The Book The Financial Industry Doesn’t Want You To Read

One of my favorite financial planning clients represents a story that is part success, part sadness. Betty, we’ll call her, married young and became a widow not long after. She never remarried, worked as a legal secretary, and lived in a neighborhood in Baltimore that could only be described as “rough,” where she was robbed multiple times and assaulted once.

She never took a vacation and worked into her 70’s.