Financial busy season thoughts

This is my second year doing individual tax returns and financial planning. It's been great. I've learned so much about "rich" people and how they manage their finances. I've even learned a couple of tricks on the way that helped me with my own personal financial goals.

A couple of things I noticed:

• People are smart. It's nice to sit and ponder about what to do when you're wealthy. Well, I see some wealthy clients use their wealth to get wealthier (and give to charity). It's fun looking at smart people's investment portfolios and seeing their strategies. There were several times where I sat back and was amazed at how well thought out some people's portfolios are. 
• It's difficult to tell who is wealthy and who isn't. The "wealthy" clients we have live a normal life. The one client with the fanciest lifestyle is up to her eyeballs in debt. Knowing the Hermes sales associate by name, and dining at French Laundry twice a week sounds fabulous. That is until the next lawsuit comes in.
• Stock options is a good thing. I should've tried to maximize while in corporate. That ship has sailed though, so live and learn. 

In the end, this career change is a great fit. I am loving every moment of it!