Greetings fellow readers and bloggers. I hope your year thus far, has been a prosperous journey. If you’ve experienced valleys and mountains along the way, then you’re growing and hopefully learning valuable lessons. I’m certain there’s some that you will definitely want to share with friends, family and acquaintances, as I share with you.
The end of year is fast approaching so I’m dedicating this post to “seeing the big picture” of our personal finances and the importance of knowing this information helps in managing/reaching other goals without sacrificing the things we enjoy (vacations, funerals, medical emergencies, unexpected bills, etc.).
A few months ago, a friend walked up to me after a meeting we both attended on personal finance, we hadn’t seen each other in years and decided to have lunch to catch up on things. We exchanged numbers, hugged and went our separate ways with a promise to chat later. Jane Doe seemed happy and successful, I watched her walk away escorted by her driver to her limo and thought with a smile ‘it must be nice’.
It had been a month since our meeting. I honestly didn’t think I would get a call from her so I was pleasantly surprised to hear her voice on the other end of my phone. Jane sounded distraught and told me her husband passed and she could really use some help with her books. It took me a moment to grasp exactly what she meant about her books, I was sure she had an accountant to handle those things for her I mean she had a driver and a limo! When I asked her did she need some editing done she began laughing and said “no”. Read the rest of this entry »