A colleague of mine recently asked me how he might be able to finally stick to a budget. For years, he had tried to create and adhere to a specific annual spending plan, only to blow a hole through it at some point during the year. “What’s wrong with me? I know that I should do it, but there’s always something that comes up!”
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I recently reviewed investment moves to make before year-end – now it's time to tackle employee benefit and retirement issues, as well as other savings ideas.
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