Enjoy your walk into the Colorado sunset Jim (& Lorri). Remember us on whatever path you take in this next season. And one more time, for choosing me and AE – thank you
Enjoy your walk into the Colorado sunset Jim (& Lorri). Remember us on whatever path you take in this next season. And one more time, for choosing me and AE – thank you
And no matter how many times I’ve helped you and my other friends and clients with retirement income strategies, nothing leaves a mark like a close-to-home experience.
Ask anyone for an estimate of their future financial needs and the number you get is usually underestimated. Is their perception a reality? Is the lie they’re sticking to as good as the truth? Emphatically – no.
Did you forget that sick-to-your-stomach gut feeling when money “evaporates” from a portfolio? Did they forget? Did you forget the enormous gravity that comes with your recommendation?
