by mrretainer | May 9, 2019 | Clients, The Future
Looking at the retainer-based planning “movement” from the clients’ perspectives, several advantages are apparent. First, most working individuals and business owners do not have significant investable assets outside of their 401k or business (respectively)....
by mrretainer | May 9, 2019 | The Future, Uncategorized
I enjoy taking time off to think. Usually, there is a cigar involved (don’t judge me). A few years ago I started “thinking”; I thought “what if I never left Unisys?” And now I was a highly paid executive with a fat juicy 401k. I may not have a lot of...
