January is always a great time to review your money management strategies, especially so this year. Along with advice from other financial pros, my take was spotlighted in a recent post at Bankrate.com, listing five recommended steps to take for 2021. As a Registered Life Planner, RLP®, I use a few key questions developed by George Kinder and the Kinder Institute of Life Planning with all my clients to help frame our view beyond just next year.
“If nothing else, [the past year] has forced many of us out of our ordinary lives and perhaps turned a bright light on what is essential for our happiness and fulfillment,” Padden says. “2020 has been a bell of awakening.”
Click here to read the full article by David McMillin at Bankrate.com.
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