Do you have a story about personal finance you’d like to share, perhaps a cautionary tale that will help others? I’m writing The Dirty Little Secrets of Money to address the money issues that families face when planning for the next generation.
I’d like to hear about things that went right…or so very wrong…which relate to the following topics:
· Scams/Predators
· Family businesses—how to pass them down
· Aging parents and their financial decisions
· Wealth-management advisers
· Kids and the value of money
Have I missed something? The preceding bullet points are thought starters and not intended to be exclusive. If you have a good story, hit the contact button above, send me a short note, and let’s talk off the record.
Or, if no stories come to mind, I’d be grateful if you hit the tweet button below and help me get the word out.
Many thanks for visiting my website,
Norb
I am a former top producer (1972-1980)…Opco, GS Grumman/Cowen. My story is better than your top producer story. It is outlined and ready for a quick review. It is complex and complicated but yet simple in concept. You may find it a perfect match for your style. I am now 67 years old, not a kid.
My time was the CBOE, nyse, nasd, and the top producing office in the USA/Fortune article…based in Chicago.
Clientle was an amazing mix. It may be time to tell this story. The CBOT is the setting. I scored a 100 on the Series 7 and commodities exam and insurance exam. Many highlights. Email me. Thanks. ron b
hi…isent an email several weeks ago. If interested you have the email address. I have a good story as a top
producer. Thanks.
Ron, so sorry. I just saw your response. Will email.