Rick was one of several financial planners cited in a article by George Mannes in the March 2008 issue of Money magazine. The article, “Goals: What you really want from your money,” focused on the value of clarifying your goals and values and deciding what a satisfying life would be for you. It described some of the methods financial planners use to help clients do this, calling The Financial Wisdom of Ebenezer Scrooge “one of the more engaging paths.” For the complete article, click here.
