
As we turn the page to October things begin to get a bit scary – and I don’t mean Halloween! We are entering the Holiday Season. It can be quite a hectic time between now and the end of this year. To keep events under control, try something we call backwards planning. Most of our clients celebrate Halloween, Thanksgiving, Christmas and/or Hanukkah and New Year’s. Most of these holidays have deep family traditions. And as our families grow, new traditions are added. It is easy to overcommit, overspend, and overeat at this time of year. To avoid overdoing, use backwards…
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