Spending well
How thinking like a CEO can change your financial life
Authored by the Merrill Center for Family Wealth®
Having substantial financial success doesn't always mean you know how to make the right spending decisions. When deciding how to pay for different types of expenses, ask yourself “Is my spending sustainable?" and a more philosophical question: "Enough for what?"
Many clients at first think that simply understanding their spending patterns and tracking their money is enough, however, it's important for them to assess their current spending and develop a more refined approach to give them greater peace of mind. In the whitepaper we provide a "how to" guide on expenditures, with tips and resources from our experts. Also, it includes insight on how embracing the role of a CEO can ease the anxiety around spending patterns and the future by providing a strong sense of purpose and values-driven strategic decision making.
For additional information, please contact your Merrill Private Wealth Advisor who can leverage resources and insights from the Merrill Center for Family Wealth®.
