I want to talk about the five things that virtually everyone I speak with is trying to achieve with his/ her money. Some people have only one of these goals. Some have two or three. And, not infrequently, I meet people who, with a little prompting, turn out to have a bit of all five. And since these five issues are the main emotional and financial concerns in my own and my family's life, I can effortlessly (and quite genuinely) spark a tremendous amount of empathy on this topic and so can you. The Five Great Goals of Life are: The endowment of a long, comfortable, and totally worry-free retirement, with no compromise in lifestyle, and no real concern about ever running out of money. The need/ desire to intervene meaningfully in the financial lives of one's children , during one's lifetime, and/ or in the form of legacies. The ability to fund, in whole or large part, the education of one's grandchildren. The capability to provide quality care to parents in their later ...
Our amazing capacity to do good for people who trust us (and for their heirs), and our ability to integrate investments into a total financial plan, these are the essence of the wonderful profession we've chosen. And perhaps the most important thing is: you'll never have to worry anymore.