By Robert Shemin
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Extra info for AARP the Seven S.E.C.R.E.T.S. of the Money Masters
I’ve got . . an issue. ” The following morning, Michael called his office to say he would be late, then tossed a sandwich and an apple into his briefcase. No restaurant lunches for him for a while. After putting $20 worth of fuel into his car’s tank, he drove downtown to his father’s office. Ben Guilford was a successful attorney with an office overlooking busy Michigan Avenue. He wasn’t wealthy, but he’d been careful with his money and looked forward to a comfortable retirement in a few years.
Michael took a deep breath, picked up the phone, and dialed his parents’ number. “Hey, Dad. I’ve got . . an issue. ” The following morning, Michael called his office to say he would be late, then tossed a sandwich and an apple into his briefcase. No restaurant lunches for him for a while. After putting $20 worth of fuel into his car’s tank, he drove downtown to his father’s office. Ben Guilford was a successful attorney with an office overlooking busy Michigan Avenue. He wasn’t wealthy, but he’d been careful with his money and looked forward to a comfortable retirement in a few years.
Good food is important to him, so he takes time to do his homework in order to get exactly what he wants. When it comes to choosing a financial advisor, on the other hand, Jason is remarkably careless. He selected his first firm on the basis of an expensive brochure he received in the mail. Several months later, when he was dissatisfied and disillusioned, he switched to a guy recommended by a colleague at his office, although he had no idea whether the advisor was suited to his own individual needs or how well he was performing for his co-worker.