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Thinking Beyond the Spreadsheet: Making Your Budget Work for You

Thinking Beyond the Spreadsheet- Making Your Budget Work for You

For something that is so foundational to every solid financial plan, “budget” can often feel like a four-letter word. To many, the word “budget” evokes thoughts of what you can’t afford rather than what you can. Our job as advisors is to help our clients identify the goals and priorities that matter most, and to […]

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