The head of a large non-profit was nearing retirement and realized the seriousness of the moment. He really wanted to be clear on their financial future and was willing to keep working full time if needed. However, for some personal reasons, retirement at the end of the year was the desire for both him and his wife.
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the...
