As a wealth advisor, I receive a lot of phone calls in January that deal with New Year’s resolutions about money. Of course, resolutions often come with negative associations. We’ve all been in the situation of getting really motivated at first, but seeing the enthusiasm fade quickly. Like it or not, my clients know that […]
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Tag Archives | expenses
Making Sense of Your Spending is a Key Part to Financial Peace
Think of how much you earn, whether it be from a salary, IRA distributions, or another source. Have a number? Great. Now, think of how much you spend. It’s a lot harder, isn’t it? Most people can easily tell you their earnings but draw a blank on their total expenditures. This can be problematic when […]