Budgeting & Forecasting

The Modeling Kit

Annie didn’t have a clue. There we were a few years ago in a cozy restaurant just off Via Veneto in Rome and she had no idea why we were there. On this first day out of Boston, all she knew was that we were going back to daVinci Airport in the morning. Bound for […]

Savings Time

“I’m saving up for a new car,” I said, as we sat around the Thanksgiving Dinner table a few weeks ago. “You’re what…?” said 28-year-old daughter Kate, looking somewhat incredulous. “Well, I just made the last loan payment on my car, and I told the bank to take the same monthly amount out of my […]