Lifestyle

Yuck! Budgeting! I hate it! ( Not anymore) Money and More© October 15, 2019

From time to time I have had clients that I believed need to do some work on budgeting. In, both, my professional and personal life I like to walk my talk or said another way practice what I preach. So, it was time for me start or rather restart my budgeting journey. I had struggled in earlier attempts as I dislike bookkeeping type work and after a “honeymoon” period usually stop the effort.

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Financial Planning Weekly Thoughts for October 20, 2018

Sunday ACP Conference My most important professional organization is the Alliance of Comprehensive Planners (ACP).  ACP’s tax-focused model and financial planning philosophies align with my own.   I, very much, look forward to the conference each year.  It has been my pleasure to be part of the conference committee for this National level conference for the

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