If financial planning is a cumbersome exercise, here are six (6) steps you can take to make the process a more fun & engaging experience: 1. Schedule time to plan >> Really. One of the biggest challenges to planning (financial or otherwise) is setting aside a block of time to do it. Accordingly, don’t operate [...]
October 6, 2010 by Leave a Comment
Does a Financial Plan Make You Cringe? – Part 1
October 4 – 10, 2010 is financial planning week. According to the Financial Planning Association, at least. And I couldn’t help but wonder: a) how many people are even aware of this, b) if people know what constitutes a financial plan, or c) if they even have a one? Actually, I couldn’t help but wonder [...]
