The “B” Word

I have had clients cringe at the idea of budgeting and refer to the exercise as “The B Word.”

In this post The Keys to Effective Budgeting: Autonomy and Automation by BAM Alliance Director of Personal Finance, Tim Maurer, discusses budgeting for families and how to take the anxiety out it.  Tim’s unique approach to the topic of planning makes for a fun read. Enjoy!

As proud members of The BAM Alliance, we are part of a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.

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