ARE YOU ON TRACK?
You are focused on success in your life – in your family, your work, your world. Whether you are 25 or 75 years old, you live a rich life with the resources you have already established, but want clarity on what the future has in store for you.
Are you on track to live your rich life in retirement?
Take charge of your financial destiny. Don't let Wall Street get in your way. Save, invest and plan for a life of wealth and happiness. Discover how Coffeehouse Investors have integrated simple ground rules into their financial plan, their portfolio, and most importantly, their lives. Working together, we will integrate them into yours.
ARE YOU ON TRACK?
The Coffeehouse Investor's Ground Rules:
Save, Invest and Plan
For A Life of Wealth and Happiness
by Bill Schultheis
Delightful & Profound
Meir Statman, Glenn Klimek Professor of Finance,
Santa Clara University.
So Much Wisdom & Heart
Christine Benz, Director of Personal Finance, Morningstar
Written during a world-wide pandemic, a timeless wisdom.
Taylor Larimore, author, The Boglehead’s Guide to the Three Fund Portfolio