I accepted the recent invitation to submit an article to an emerging online publication entitled Managing your Wealth. The invitation fit nicely with my passion to contribute to the financial literacy of individuals and their families, and I in turn invite you to check it out!

Financial professionals will be contributing articles through the lens of various specialties, all for the purpose of promoting Financial Clarity. Period.

My article this week, From Here to Heir, relays a common misconception that some carry through their retirement as they balance the desire to leave a financial legacy with the desire to enjoy life in the here and now.
Hope that you enjoy it, and – as always – I welcome your comments.