My career in the financial services industry started more than three decades ago, rising out of a keen interest in the stock market and investing. It wasn’t long, however, before I realized that financial planning was the world in which I could make a direct, positive impact on people’s lives — and thus, my role as a wealth manager at The Humphreys Group was born.
It’s important to note that in fiscally unequal relationships, it’s not about the money. It’s about our underlying values. This may sound ridiculous, but here are a few scenarios where our values and views are having a bigger impact on the relationship: You and your friend or partner are moving into an apartment together. One of you can afford $800 and the other only $500. How do you manage this? Your friend has invited you to a destination celebration, all expenses paid. How do you feel about the situation?15 January 2023