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May 23, 2014

Start with the end in mind

I could tell you a myriad of funny stories, like, the one when the person bought a block of land only to build a house on his neighbour’s property by mistake. Or, the client who had 30 loan accounts and had no idea what they were for only to end up having to amend years of tax returns because their loans were set up incorrectly. Instead, I will share a series of blogs on how to avoid these pitfalls and sprinkle them with a few war stories to keep it interesting and motivating. As a finance professional who has spent …

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