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Paul Watkins's avatar

I like this post, but will have to re read when I am more awake/have more time - anything that quotes Thoreau, Walden Pond catches my attention.

But the ability to pack a bag, handle a family situation but keep functioning effectively is useful - and can help you focus on the most important things. It can also make you look at a portfolio with greater clarity, what do I/they own? What use is it - should I sell everything and put the money in a savings account or government bonds? Sometimes you should.

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Brian Portnoy's avatar

Yes. This is a wonderful encapsulation of the coach or guide or advisor or helper or ______ that a "money person" can be now. If they choose to be. And not wanting to be that, to play that role, is a totally acceptable choice as well.

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