Don’t Kill the Goose That Lays the Golden Egg

By Fritz Schafer, with contributions by Chris Schafer   “Don’t kill the goose that lays the golden egg!”   The first time I heard my mentor, Michael Brooke, say this to a client I was wondering what he meant.  He explained that he was advising a retired couple who wanted to give quite a bit of their retirement nest egg to their children.  Michael was explaining to them that although it seems that they have enough money now to last forever, if they withdrew more from their account than their financial plan called for, they could be in financial trouble.  The goose was...

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Introducing Words of Wisdom

By Fritz Schafer, with contributions by Chris Schafer. January 5, 2017. At Brooke & Schafer, we have made the commitment to begin and maintain a BLOG on our website.  For this first entry, we will try to outline what we hope to accomplish with this endeavor.   The focus of the blog is to help you with your financial well-being.   We hope to deliver to the readers sage words of wisdom, as well as timely updates and news regarding all things financial, in an entertaining interesting manner.   We will coordinate this from time to time with some of our passions, which may including...

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Your best interest first, always

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Knowledge

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Integrity

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