What would a new year be without some resolutions? I talked with two clients this week about a common resolution – budgeting! Specifically, they were trying to get a handle on their spending so they could set a savings plan/approach for the upcoming year and beyond. Let’s be honest – tracking expenses can be a […]

Let’s talk about budgeting! I started working with a young couple and we are working together to put a savings approach in place – determining how much of their net earnings each month can/should be allocated to the various savings/investment buckets (cash reserves, IRAs, employer plans, after-tax investments, education funds, etc). The place to start […]