In Your Interest
In writing this blog, I recognize that personal finance is boring to most, painfully agonizing to some and perhaps interesting to a few. Nevertheless, based on my 20 plus years of experience in the financial services industry(18 with Charles Schwab, 3 years with my own firm and now as an Advisor with McLean Asset Management), I know first hand the importance of making the boring happen. It really can make a huge difference in what is possible in your life.
With that in mind, the goal of this blog is to highlight key personal finance opportunities and provide context on what to consider and how to pursue the opportunity with the added goal of toning down the boring quotient.
Loading...