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Stories of Financial Optimization

Drowning in Paper Thumbnail

Drowning in Paper

When William arrived at my office, he was struggling to carry the box that he always brought with him to our meetings. The box was full of file folders being held together with elastic bands that were unable to keep the papers inside from overflowing.

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Permission to Retire Thumbnail

Permission to Retire

Around 10 years ago, I was meeting with my 67-year-old client - let’s call him Jim – for his annual financial review. I asked him about his retirement plans since he had been eligible to retire and receive a full pension with his employer for the past couple of years. He told me that he didn’t mind continuing to work, but I could tell there was something bothering him, so I asked him to tell me more. His voice started to crack as he explained that he had serious concerns about his wife, Heather’s failing health and that was keeping him up at night.

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