My 3 wonderful role models

Dad

  • A practical, kind man and a true peoples person.
  • He practised as a dentist.
  • But he neglected his long-term investing because he lacked investment confidence.
  • As a result, he retired on a modest private and state pension.
  • He battled to make ends meet.
  • I saw first-hand what happens when there isn’t enough gold in the golden years.
  • He tried hard to keep his dignity until his death at age 82.
  • Heartbreaking.

Mom

  • She managed and invested her monies wisely and with confidence.
  • After my sister passed away, Mom raised her granddaughter.
  • Life was hard, but she kept going.
  • Even breast cancer couldn’t shake her confidence.
  • She made good investment decisions and avoided the bad ones.
  • Sadly, her self-imposed responsibilities kept her from fully enjoying her golden years.
  • She passed away at the age of 79.
  • Too soon.
  • It was a privilege to advise her.

Granddad

  • Dedicated wood-work teacher.
  • Precise. Hard-working. Frugal.
  • He earned a modest state salary, yet managed his money diligently.
  • Every cent counted.
  • His hearing faded. But never his interest in money matters.
  • He passed away at age 94.
  • He lived a simple, but quality life.