How to Budget for December Holidays in October

Your past holiday spending is the best indicator of what you’ll spend this season, says Robert P. Finley, a certified financial planner and the principal of Virtue Asset Management in Illinois.

“Try to get your credit card statements,” Finley says. “Try to look at your bank statements. What did I spend on presents? Did I have to do traveling? Did I have to fly somewhere?”

https://www.nerdwallet.com/blog/finance/make-holiday-budget-early/

NerdWallet: If at First You Miss a Financial Goal, Try, Try Again

missing-financial-goal“Once you’ve reached that goal, or more importantly not reached that goal, I really think it’s important to look back at the spending habits and trends over the time and compare it to the budget you set up,” says Robert P. Finley, a chartered financial analyst, certified financial planner and the principal of Virtue Asset Management in Illinois.

https://www.nerdwallet.com/blog/finance/missing-financial-goal/

MarketWatch: Americans will talk about sex and infidelity before they talk about this…

This willingness to keep one’s personal finances under wraps stems from people’s embarrassment and/or social awkwardness around discussing money rather than something more nefarious, said Robert Finley, a certified financial planner and principal at Illinois-based advisory firm Virtue Asset Management.