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Lessons from successful professionals, a message to our 25-35yr old starting a career, hobby or business

It is wise to learn our lessons from those who walked before us. Who had been successful in their business, job or chosen career. Those who found satisfaction and love in what they do. Here is an excerpt of my interview with a successful life insurance agent. 1. What do you like in your profession?Continue reading “Lessons from successful professionals, a message to our 25-35yr old starting a career, hobby or business”

Retirement planner for bay area doctors and health pros , lessons learned

As retirement planner for our bay area doctors and health professionals, I have learned many things in helping them maximize their wealth, minimize taxes and have access to funds when health threats occur. The average working and earning years is between 40-70 yrs old. They seek retirement planning advice  after 3 to 5 years workingContinue reading “Retirement planner for bay area doctors and health pros , lessons learned”