One of the primary reasons I wanted to put a budget in place was for Christmas. After the fifth delivery on December 23rd, I realized we had a problem – or at least I had… Read More
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations
If there is one date – one financial deadline – nearly everyone knows, it is April 15th. Through November of last year, the IRS had processed over 150 million returns for 2016, meaning that the… Read More
A Fee Only Financial Planner’s Resolution – Implementing a Budget
One of the biggest financial changes my wife and I made over the last year was to put a budget in place. It may seem strange that a fee only financial planner wouldn’t have a… Read More
Budget Seems to be the Hardest Word
Budget. If there is a another word in the financial advisor’s lexicon that generates such a strong reaction among clients, I’m not aware of it. For some clients, budgeting is something they’ve always done automatically,… Read More