Top 5 Money Lessons I Learned by Age 40

Editor’s note: This is part one of two parts, with part one containing Lessons 1-2. Part two with lessons 3-5 will arrive next month.

As a financial planner, I think about money more than most people. I think about my personal life, the financial decisions I make every day, the lives of the clients I have managed over the past 20 years and those I still manage to this day. At 40 I learned a lot about money and little about life.

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