Why money is about more than dollars and sense

Recently, a client I’d worked with for almost 20 years passed away. Peter, who was 64 years old, was robbed of many well-earned retirement years, but about a decade ago, he met a lovely lady, Jenny, and they had some great years together.

Having both been married before and having children from those marriages, they chose to keep their finances separate, so I first met Jenny only a few weeks before Peter passed away. In his will, Peter left some money to Jenny, and so this week Jenny and I sat down to discuss what she would do with this generous gift.

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