A lesson a client taught me

Not that long ago I received this note from a long time client:

“I was accustomed for 50+ years to expect to make a decent income next year, and the year after that, etc.. But after retiring, I realized that I will never again earn any income from my work. That is quite a scary feeling to adjust to. Post retirement, my sole source of feelings of safety is reliance upon you as my advisor, to look out for my interests.”

I’ve been thinking about what he said — and, most importantly, the meaning behind those words ever since; Read More »