To rebuild some financial security, Rob Burnette, a financial advisor and CEO of Outlook Financial Center based in Troy, Ohio, advises clients to start with a month-to-month financial plan, laying out income and expenses.
Since you don’t have to physically write a check or go in and pay for it, it’s easy to lose track of unnecessary spending, says Lori Gross, a financial advisor at the Outlook Financial Center.
What’s your plan for living life after your spouse? It’s not a question most of us probably want to be asked, but how is it any different than your financial advisor asking you “What’s your plan for the next 2008?”