by Pete Tomassi | Oct 17, 2016 | Budgeting, Financial Planning, Generosity
How Much is Enough? Is there an annual income level and spending level at which you and I can honestly say, “I have enough and I have spent enough, on me”? Yes, I think there is. And I’m not alone. According to a peer-reviewed study by Daniel Kahneman and Angus Deaton...
by Pete Tomassi | Oct 30, 2015 | Financial Planning
Reaching Our Goals and Realizing Our Dreams…”Winging It” or Plan? “Where did we ever get the idea that we can reach our goals and accomplish our dreams by ‘winging it’ in our financial world?” In what other areas of our lives does...
by Pete Tomassi | Nov 28, 2014 | Budgeting
The “B” Word – Part 3 This blog is part three of a multi-part series on budgeting. In part two of the Budget Blog, I discussed the importance of tracking and review. If we don’t track our spending, we can’t build a realistic budget. If we can’t build a...
by Pete Tomassi | Oct 28, 2014 | Budgeting
This blog is part two of a multi-part series on budgeting. In part one of the Budget Blog, I discussed the importance of tracking our income and expenses…how much comes in and from where…how much goes out and to where. We track our finances on paper because most of...
by Pete Tomassi | Aug 15, 2014 | Budgeting
This blog is part one of a multi-part series on budgeting. The word “budget” conjures up thoughts of Scrooge-like accounting and strict financial restraint. Most of us enjoy thinking about budgets as much as we enjoy pondering our next diet. Both feel like some kind...