Author Linda Leitz’s latest article in the June 2018 NAPFA Advisor, features the perspectives of financial planners about educated budgeting. Sheila Padden shares her experience with a client couple describing an emotional struggle with spending within their means. After meeting with Sheila, the clients gained new control and confidence around budgeting and spending. [More]
February 2, 2018 By
Quoted in New Article at WSJ about The “Wealth Effect” and Low Savings Rate
Soaring stock prices and improving job prospects have set Americans off on a spending splurge that is cutting into how much they sock away for retirement and rainy days. Quote:
“More and more, people want to live now. Nobody’s going crazy; they might be taking a trip or considering a vacation home. It’s not extreme spending.” [More]
November 13, 2017 By
Quoted in Kiplinger Article about Financial Advice Options and Pricing
I was recently quoted at Kiplinger’s website in an article about the types of financial planning advice available to investors – and how pricing for those services works. A variety of planning service types are discussed in the article, with a description of the unique value that a fee-only financial planner provides. There’s even a helpful “flowchart” infographic that summarizes your options. [More]
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