Just Released: The Little Red Book an excerpt from the Foreword

2019-05-10T19:30:20-08:00

The Little Red Book of Retirement - The Foreword In 1995,  my first  year as  an  advisor,  my  grandfather  passed  away  after fighting dementia for over five years. The experience was not only emotionally devastating but financially devastating as well. The cost of his care completely bankrupted  his estate, teaching me a valuable lesson. Proper [...]