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Sometimes clients tell me they don’t envy what I do—the sitting behind a desk and calculating capital gains taxes, considering the many factors involved in choosing one retirement plan over another, diversifying and rebalancing portfolios as needed. It makes sense that my clients don’t envy what I do—that’s exactly why they hire me. And let’s be honest, sometimes sitting down and setting a budget and tallying up monthly income and expenses can seem tedious and boring. Maybe you avoid budgeting…

You don’t have to be making mega-bucks in order to succeed financially. In fact, there have been many people with large incomes who did not put basic personal finance practices into play and suffered drastic consequences as a result. Many lottery winners, professional athletes, and high-earners have squandered their wealth by failing to adhere to time-tested money management skills. As a result they lost their fortunes and suffered personal losses as well. This phenomenon is not uncommon. When I was…