Holding the Line on Holiday Spending

Holding the Line on Holiday Spending

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 a problem. I didn’t feel as if I knew how much we were spending or where the money was...
Budget Seems to be the Hardest Word

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, while for others it is the financial...