We are more vulnerable than we feel comfortable about

We will not soon forget the year behind us. An invisible virus has radically changed our lives. Collateral disappeared. Much suffering unexpectedly came our way. With the advent of a vaccine, we dare to look ahead carefully again. As a financial advisor, we are also thinking about tomorrow. About what we, in our field, can …

We are more vulnerable than we feel comfortable about Read More »

You, Your Financials and Corona/COVID-19

What a state. A virus of pandemic proportions that is unprecedentedly strong in our existence (comparisons with plague and influenza centuries ago are made) and thus on our society. However, beautiful things also come from fear, ignorance, uncertainty and suffering. Citizenship, practical help without immediately sending an invoice, attention, help and determination to get out …

You, Your Financials and Corona/COVID-19 Read More »

An unaware heiress

A new customer came to see me last month. A widow with long-grown and married children. The reason was her wish to use a small part of the equity in her home for donations to children and grandchildren.The first analysis indicated more than enough space; the monthly charge was easily affordable and the space in …

An unaware heiress Read More »

Scroll to Top