money management Chandler AZ

Mo’ Money Mo’ Problems

Loan requests often come with financial success. While so many focus on the external dangers to their retirement savings. Many fail to prepare for various friends & family who will undoubtedly have a small financial request or the next great business idea. All they need is a little cash from you.

You’re Not Your Loved Ones’ Bank

Say ‘no’ to loan requests and protect your wealth—and relationships. Some people may treat you differently when you’ve acquired substantial wealth. Chalk it up to human nature, but you might find an unusual friendliness mixed with the occasional request for funds—a loan, a gift, a pledge, or some other way to spend your money Saying “no” is often the right …