Tag: Client L

Progress on client L’s retirement planing stalled out in the last month of the summer as he and I were on vacation and then dealing

I’ve had four meetings with a friend to help him organize and plan his financial future (posts about the first two meetings are listed under

I’m meeting weekly with a friend, "L," to guide him through the retirement investment planning process. (All my posts about my meetings with L are

A friend I’ll call “L” asked me to help him think about his family’s finances. He wants to put in place plans for retirement savings