Don’t Make Resolutions, Do This Instead

As everything winds down for the holiday season and people start thinking of their New Year’s resolutions, I want to shift your thinking about how you go about setting goals and resolutions. Because resolutions…they sort of suck. Studies show that fewer than 8% of people who set New Year’s resolutions actually achieve them. But there…

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The 5 Things You Need For Financial Success

Many people might think that financial success is all about the money…I mean, yes, it is? In that it matters how much you can keep. And the more you keep, the more you can leverage that savings. But aside from investing strategy, there is so, soooooo much more to being financially successful. You might be…

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Best Holiday Year End Ever

You might have guessed that since I am a planner professionally, that carries over into my personal life (which is a whole other thing than being organized…I can PLAN how I want things to go, but for some reason I am always running out of batteries and light bulbs…so I choose my battles). So YES,…

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Don’t Let Your Buttons Get Pushed This Season

Midterms, market, all this STUFF happening, in addition to all of the regular everyday stress we feel. AND, we’re moving into the end of year holidays, can you believe it?  This year has rushed by…and for me, not in a good way. 2022 was not my best year. Stress makes us all less patient and…

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Are you a Co-Dependent Gift Giver?

What a year, huh? I think I have said that for like three years in a row… Welp, we’re in the home stretch now… and hopefully, people can take some time and regroup for the next few months.  Thinking about the holiday-year-end season, people often think of this as the perfect time of year to…

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Your Early Holiday Idea…

I always re-up this post welllll before Thanksgiving because I want to plant the seed… I think Thanksgiving is the perfect time to check in with family and friends about gift giving for the upcoming season.  Ask them: How many times have you sat around the day after Christmas and vowed that next year —…

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Getting Emotional Does Not Help Your Money

A while ago, I had a prospect say to me, “Mindy, this service is not cheap.  Are you sure this will be worth it for me?” Honestly? Not at all… I can’t promise any kind of particular results when someone works with me on their personal finances, mostly because I’m not their mother and not…

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How To Practice Money Competence

I get asked ALL OF THE TIME for the best personal finance book out there (uh, mine!).  But it really depends on your criteria, doesn’t it? I don’t believe that you can approach personal finance like a topic in school…which is the way a lot of people start out trying to do it. You think…

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