We all know the story about the cobbler's children having no shoes. It appears that the cobblers are not alone. Many professionals take care of their clients first and then they may or may not get around to their own situation. I'm not talking about investments. Many CPAs, just like our clients, think that building and diversifying a portfolio is the most important part of your financial plan. Saving and investing is clearly a critical step toward gaining financial independence from work, but it is not the first step. Let me walk through all of the considerations.
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