This month marks 30 years ago that I started my own firm. At the time, I was working at a local Financial Planning firm that was actually pretty progressive for that era.
When I had started there some two years earlier, one of my colleagues, Jacquie, took me under her wing and taught me much about employee benefits. That became an important career skill for me. Jacquie had left the firm in the spring of 1988 for another endeavor. Like many breakups I guess there were bad feelings between her and the firm’s ownership. She was very involved in a local business association and they sponsored a running race that September to benefit a charity. I was a runner (I still am) and I ran in the race. I saw Jacquie at the race and spent some time catching up with her. Read the rest of this entry »