The beach house was a familiar bone of contention for the mid-sixties couple sitting in front of me. For several years, the wife had wanted to purchase a beach house. The husband thought a beach house was a bad investment.
The connection between your life and your wealth can be complex, which is why we spend the time to simplify concepts and break down trends and terms so you gain more insight into your financial picture. With this education, we hope to provide you with a detailed glimpse into how you can effectively utilize your wealth to your advantage so every decision gets you closer to where you want to be.