3 Unexpected Financial Planning Lessons From My Dog

Given the right training, dogs (and their owners) can do almost anything. Here’s what my dog, Gopher, helped me learn about finances.

What does a dog have to do with financial planning? As a proud dog owner, I can confirm that animals are often far more effective teachers than books, classes and neighbors combined. Their lessons include the importance of choosing wisely, being patient and understanding that we all start out as beginners – all of which applies to financial planning.

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William Rassman, CFP®
Vice President - Wealth Adviser, Centric Capital Advisors

William Rassman is a Certified Financial Planner™ and Vice President – Wealth Adviser for the independent investment and insurance firm Centric Capital Advisors. He began his career in NYC at Smith Barney in 2008.