“Yong Cheng, do you think I have enough money to spend for the rest of my life?”
This question came from a client of mine—a 70-year-old semi-retired doctor who has properties worth more than $10 million and built a successful medical practice over decades of hard work. On paper, she has more than enough, yet she worries daily about whether she can afford to spend
My colleague Yong Cheng join the company and became a client adviser two years before I joined. For the past 8 years, he spent enough time listening to the wishes of the people that came through our door.
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