The Wealthy Barber/The Financial Illiterate

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Introduction | The Financial Illiterate | A Surprising Referral | The Wealthy Barber | The Ten-Percent Solution | Wills, Life Insurance, and Responsibility | Our RSP | Home, Sweet Home | Saving Savvy | Insights into Investment and Income Tax | Graduation


This chapter introduces the narrator, a teacher with no financial planning background. As a college grad, he is surprised when he fails a basic financial planning quiz in the newspaper.

The narrator's sister, Cathy, is also mentioned, a small business owner who makes a lot of money but who also spends a lot of money on a high standard of living.