Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.
A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.
With distance learning in place, and vacation plans uncertain, working parents are now balancing their responsibilities with expanded roles in their kids’ education and activities.