When I was in my late twenties, I met a financial advisor and decided that, being single, I needed to save for retirement. That was when one could add $2000 to an IRA.
As the years went on, I felt that I wanted to become a financial advisor. My thought was that I had the ability to explain to clients, in plain English, the intricacies of investments. So, in 1990, I took the plunge, got licensed, and became a financial advisor.
Fast forward to 2026, I’m still explaining things in plain English to clients. And I am grateful to my clients for hanging in there with me through all the ups and downs of this volatile industry.