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Posts Tagged ‘budget’

How to Be Your Own Financial Planner

Barbeque with friends

This weekend, we had some friends over for a barbeque with their kids. The place was full of lively conversation, food and games and time went by quickly.

Since the men had not seen one another for a few weeks, we did a round of updates and Wayne told us he was planning to change his line of work and become a financial planner. As soon as he mentioned the words “financial planner”, the rest of us changed facial expressions and posture and it was clear we all had strong feelings about this profession.

This was by no means personal, because we like Wayne a lot, but we had all been visited by a financial planner or two and had all chosen not to use them. From that starting point, we felt Wayne was starting “on the back foot” and was headed into difficult, unpleasant territory.

As we talked, some interesting points emerged, which I would like to share with you, because they can help you become your very own financial planner and stop looking for one, if you are.

Baby Shower Invitations

Happily Wealthy Family (1): 8 Good Reasons to Be a Rich Parent

Family on ski lift

Financial struggles can put a lot of strain on family life. When I talk to people about the challenges in their life, many of them say that shortage of money is the main source of their difficulties. In this new series, I am giving you tips on how to be richer, starting with why to be richer!

This post is part 1 of 6 in the series Happily Wealthy Family

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Ronit Baras

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