The lesson I walked away with: Tread carefully, invest only “play money," not money you need to survive, and only target companies that sell resources. “We get our money personalities from our childhood," says financial planner Angela Dorsey of Dorsey Wealth Management. To expose those habits, Dorsey offers her clients a money-personality quiz, which can unveil attitudes about money developed from childhood. “I didn’t get any money lessons from my parents, but I certainly picked up habits," a former co-worker told me. Only save.Work really, really hard.Buy a house.

Source: Wall Street Journal July 02, 2024 16:46 UTC