If you’ve worked with us for any big life changes, you know that we usually recommend taking any drastic budget changes for a test run. You get to feel things out before committing to the change and see how it will feel in the long run.
Robert Persichitte, CFP/PFS, CFP®, CFE, was featured in a NASDAQ article talking about major changes and how both rules of thumb and test drives can help transition you into those significant changes.
