Last month, the financial planning department did a presentation to clients on financial planning basics. If you missed the presentation, or are interested in any of the material that we discussed, please feel free to reach out to anyone in the planning department.
I’m of the opinion that many things in life can be referenced back to Seinfeld, which has been the enduring genius of the show. A memorable episode involved the character George Costanza at a job he wasn’t sure if he actually got, doing work he wasn’t quite sure he knew how to do.
I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate.