How To Budget a Sustainable Retirement
Developing an effective budget is one of the most avoided aspects of the financial planning process. However, a realistic sense of one’s budget is essential since it is only possible to determine the sustainability of a financial plan with one. Budgeting is tied to cash flow, so not having a reasonably accurate sense of expenses […]
What Is The Perfect Financial Plan?
There are many trustworthy resources out there that can help you define the technical makeup of a financial plan. This article is not about that part of the planning process. After making thousands of plans, I can tell that you that my job as a planner is to craft plans that: (1) include every pertinent […]
