THE TRUTH ABOUT MONEY

The truth about money…

Do you like our little sayings about money? We like to call them “Chase-isms” – Bill Chase is the creator of the majority of these fun, eye-opening statements. Here’s the full list!

The truth about money is…
You’re probably going to turn 65, whether you like it or not.

The truth about money is…
Life doesn’t stop at retirement, your financial plan shouldn’t either.

The truth about money is…
Live a balanced life today, while you prepare to enjoy tomorrow.

The truth about money is…
You want to thrive, not just survive.

The truth about money is…
You don’t have to be sick to get better.

The truth about money is…
A 401(k) is not a retirement plan, a 401(k) is a retirement asset.

The truth about money is…
You plan to retire only once in your life. We help thousands retire over the course of our lifetime.

The truth about money is…
Not everyone who has it is necessarily qualified to manage it.

The truth about money is…
It doesn’t come with instructions.

The truth about money is…
A 401(k) is a tremendous accumulation vehicle, however it has no exit strategy.

The truth about money is…
You don’t know how long you are going to live.  Appreciate the everyday wonders and prepare for a long & healthy future.

The truth about money is:
The most productive advisor-client relationship has equal commitment from both parties.

The truth about money is…
If what you knew to be true, turned out not to be, when would you want to find out?

The truth about money is…
When we work together to build better relationships with our clients, everyone benefits.

The truth about money is:
Most business owners don’t know the value of their largest financial asset: their business.

The truth about money is…
Reaching retirement isn’t such a big deal. Staying retired is...

The truth about money is…
It’s perfectly OK to talk about it.