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What’s Your Money Story?

Your past history informs your present.

Your money story is no different.

If you want to understand why your relationship with money is the way it is, first take a look at:

– why you’re an anxious saver
– why you like to buy gifts for everyone you love
– why you stay in a state of unawareness regarding money

You have to be open to having the conversation that pieces those β€œflashpoints”, those defining moments in your story, into the narrative informing your decisions today.

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Quarterly + Annual Taxes

A lot of us only think about taxes at the beginning of each year. But if you’re someone who’s required to pay more frequently – how you pay throughout the year can affect your tax return.

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Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WQC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data-to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of WQC by any of its clients.

ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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Β Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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