Jill On Money: We bonded over numbers

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Despite our difference, my mother-in-law shared an interest in financial health

And with that, she rearranged the setting into the proper format, and then the offender followed her lead and corrected the other 17.

That Christmas story was not a Miss Manners etiquette moment; rather it highlighted her ability to spot and fix an error. What I soon learned about this powerhouse was that in addition to being the CEO and CFO of her household , she was also the comptroller and cornerstone for more than 40 years of her husband’s consulting engineering firm.

When she learned that I was a financial planner and money manager, she started sharing articles that she had clipped from newspapers that caught her eye. She explained that she managed the family’s savings and paid the bills. Her husband wisely understood that she was far better at these activities than he was.

Burned by the losses, she realized the best way to accumulate a long-term safety net was to work hard , save every month and live within their means.

 

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