Some of the more enjoyable moments of working with younger clients is being able to educate them on some basic financial principles such as “The Rule of 72”, and how people are always amazed at how much compound interest can effect their returns.
Possibly the greatest enjoyment I get from helping clients nearing retirement is when they realize that ah-huh moment. That moment when they realize that the combination of their hard work and savings and our plans for putting their money to work for them and securing their retirement are a reality!