Last week I lost 5 clients, they were all between 87-92 and had been clients for 30 years. It is always so hard to say goodbye. I met most of these clients when they were getting ready to retire. I have gone through many life-cycle events with them, met their children and grand-children, many of which are now also clients. Economically, we have been through a lot together. There have been 12 market crashes, countless tax law changes, and many different administrations. Through all of this I am touched by the comments from their families as to how easy their retirement lives were.

I am honored to have known them all.

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