One of my favorite parts of working with clients is that over the years I’ve heard some really neat stories as to how clients have imparted their financial wisdom on others. One of my favorite stories is this one about a Grandma and her grandkids:
Mary Ann was neither rich nor poor. She lived a simple lifestyle with her basic living expenses being taken care of. Like many who’ve lived a full life, the one thing Mary Ann really wanted more than anything else was to spend time with her grand kids, Tommy and Becky.
Tommy and Becky enjoyed spending …Read More