Updated September 2021 When you hear the word “budget,” what do people usually think about doing first (other than running the other way as fast as possible)? They usually think about decreasing their spending, which is not very pleasant to think about. It brings about feelings of deprivation, scarcity, and hardship because now you have…

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In Part 1, I discussed the first step before hiring a financial advisor: Dig deep and understand WHY you’re hiring them. Sounds so simple, but you would be surprised how often people choose financial advice without understanding how the industry really works. If you’re not clear about your own goals, you may find yourself wasting…

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