Summary: Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when they think about their financial life: What are we willing to give up to be the ideal version of ourselves and avoid a scary ending?
 Regret happens when we make choices that do not live up to our ideals. Money is often at the central point of compromise between who we are and who we'd like to be. Is there any greater purpose we can serve than helping people ensure their money serves them and not the other way around? There is no better way to avoid the scary ending for the people we work with than doing what we can to help them make the right choices right now.”Joe Duran, chief executive, United Capital. |
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