Keep This Stuff Forever

For the past several weeks, I have been providing step by step tips to help people become more financially organized in an area where most people are particularly challenged—maintaining financial documents. This is the LAST STEP (you can start the first one here)! We’ll be talking about the kinds of documents you need to keep…

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Six Steps To Overcoming Adversity

When you use the word “adversity,” most people think of a negative life event, such as death, divorce or bankruptcy.   People know that you have to “deal with it,” and overcome adversity.  But unless you’re permanently wearing pajamas and starting happy hour at noon, they assume you’re handling it okay.  Other than that, the details…

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Are Your Financially Satisfied?

I believe financial satisfaction is based on two things: knowing what needs to happen to reach your financial goals, and knowing what data you need to access to get there. I see people all the time who have goals that never are realized, simply because they aren’t willing to get clear about the concrete data…

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Financial Clarity In Less Than 10 Minutes Per Week

For the past several weeks, I have been providing step by step tips to help people become more financially organized in an area where most people are particularly challenged—maintaining financial documents. First, we gathered the correct tools, and then last time we talked about how to organize them for your success. This week I go…

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