How To Tweak Your Budget: Holiday Edition
As the end of the year approaches, many of us find ourselves reflecting on our goals, both personal and financial. Between holiday celebrations, gift shopping, and travel plans, the last quarter can be a big test for anyone’s budgeting skills. Let’s discuss an approach to evaluating your budget from start to finish, planning for holiday spending, and setting yourself up for success in the year ahead.
Take a moment to appreciate your progress, celebrate the wins, but stay on course. Financial planning is an ongoing journey, and year-end reviews provide valuable insights to carry forward. November is a great time of year to check in with your financial progress, as you may need to do some items between now and December 31st. If you have any questions or are having troubles fine tuning your budget, email info@shermanwealth.com or schedule a complimentary intro call here.