About Me
Financial planning from a minimalist perspective. That more is less, and that a watched pot never boils.
It’s not easy, but I’m here to help. Please review my post for details and information on a lot of different topics as they relate to you dealing with your money, investment dealers, banks and others.
Forty-five years of experience in financial services. And I’m still learning. A professional accountant, ex-capital markets professional and accounting professor.