There is more to wealth than money.

It is the root of all evil and the sum of our blessings, all at the same time. It touches the things we can do and the things we can not do in many profound ways. Our attitudes about it are heavily influenced by the amount and source of money in our heritage, going back for several generations. We have a relationship with money that can be either healthy or unhealthy. There are many references to money in the Bible and the writings of other religions. Most forms of currency are inscribed with a reference to religion. Money and the way we view it are very important concepts. There is more to wealth than money.

How much is enough?

This has been a question many clients of Ancona Financial Advisors, Inc. have asked. Some clearly do not have enough for their goals and feel distraught. They need help building the wealth they need, or want. Some have much more than is needed for their goals, but still struggle to accumulate more. For a healthy relationship with our money, it is important to have a clear understanding of how much wealth is enough for our goals, and a realistic understanding of our wealth relative to our goals.

Michael A. Ancona CFP CFA
Principal