When clients first meet with me, there’s usually an event or change that drives them to reach out. While the reasons vary — an impending retirement, the sale of a business, or a sudden windfall — one question almost always comes up: are we on track? Can they send their kids to college, and will they be all right if they stop working?
When clients first meet with me, there’s usually an event or change that drives them to reach out. While the reasons vary — an impending retirement, the sale of a business, or a sudden windfall — one question almost always comes up: Are we on track? … [5008 chars]
Source: Boulder Daily Camera | Published: 2025-10-26T12:51:28Z
Credit: Boulder Daily Camera
