You Can't Save or Give What Is Already Spent

December 10, 2013

I received a phone call the other day from a young couple inquiring of me some strategic advice for funds they had received from selling a business. As their story unfolded, it became clear that they were looking for the same thing many of us look for – “balance” in our lives. They wanted to give, they wanted to save and they wanted to spend but didn’t really know where to start.

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