Advice from the other side of the banker’s desk:


Get advice. Review your money (bank account arrangements, insurances, etc) regularly, even if it’s only once a year. Don’t go decades without a review, like I see some people do. One 70 year-old woman had been working at the same retailer store 40 years and had no clue of a retirement plan, or how much superannuation she had. A simple review with a financial planner could allow her to drop her hours, keep the same income level, and actually enjoy her season of life. She had no idea! It helps to get a fresh, objective perspective on your money and banking once in a while.

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One response to “Advice from the other side of the banker’s desk:

  1. This is good advice! I seem to have missed something along the way in my upbringing, that a skipped generation – i.e., my own – may be bringing “back around” to complete the picture through repentance from dead works and faith in God. What money cannot buy I have plenty of but that is nothing to boast of – I can boast in the riches of God’s grace.

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