Overconfidence with Finances and Sailing

Helping GenX parents plan for college and retirement.

317-805-0840, ncarmany@thewatermarkgrp.com

Topics:

Overconfidence With Finances and Sailing
1. How we get ourselves into trouble
2. Common financial moves
3. Get help

This post compares a day out on the water sailing to common experiences people encounter with their financial lives.  The root for many of these difficulties reflect behavioral.