A fresh start. It’s what many people are aspiring to after 18 months of collective uncertainty and work-related burnout. If you’re in this camp, you’re not alone; according to a survey of American workers conducted by Monster.com in June, a staggering 95% of respondents considered leaving their job this summer…for more stats and ways to get your financial portfolio ready for a change, read our contribution to Entrepreneur.
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.