People most readily agree that communication is a key to happiness. Additionally, we want to make sure that our wishes for medical care are followed. We don’t want to be a burden to our family. We want independence and dignity (being able to feed ourselves, dress ourselves, and be financially stable). We want to live without severe long-lasting pain and be able to remember things well. Finally, spiritual fulfillment and being physically active are some of the most important things we want as we age.
So… we don’t mind getting older if we have these issues taken care of. And, out of all these issues, is there one of them that does not involve money. Perhaps, maybe, spiritual fulfillment does not involve money. However, a religious institution might be your top charity! It is for many of our clients. Even in the spirit, money abounds.
Investments, in alignment with your financial plan, are fulfilling. Providing for independence and dignity is the bare-bone skeleton of a life well-lived. Money is a 21st Century Survival Skill, said one of my favorite mentors, Dick Wagner. Let’s get going with that financial plan!
Help Center
