Financial advisor

How Do You “Do” Your Money?

Have you heard the phrase, “How you do one thing is how you do everything”? It might be your outlook on life, or it might be ingrained behaviors, but whatever results or challenges you experience in “real” life might also be showing up in your money life. For example, a person who has a positive,…

Financial advisor

How to Stop Accidentally Wasting Money

Money and energy go hand-in-hand. Maybe five or ten years ago, if I’d said this in a room full of people, I would’ve gotten a lot of blank stares or been laughed off the stage.  But nowadays, I think more people are willing to connect the dots between their thoughts, their energy, and their money.…

Financial advisor

What’s Your Financial Excuse?

Financial habits are just as difficult for some people to make and break as any addiction or other bad habit. Yet others can change their habits quite quickly and effectively. Do those people just have more willpower?  Are they smarter? Are they somehow better than the rest of us? Nope.  In Gretchen Rubin’s book, Better…

Financial advisor

Are You TRYING to Fail at Money???

Nobody wants to fail.  Not consciously anyway. But sometimes not changing is easier than changing. We’ve all experienced this, right? It’s easier to stay in bed than get up and go for a run. It’s easier to leave our money in the old company 401k than figure out what to do with it. It’s easier…

Financial advisor

Are You Smart About Money?

Over the many, many, MANY years I’ve been in financial services, I have learned some stuff. There are people who think they are “smart” about money and who might know some stuff, but who I wouldn’t consider smart. There are people who feel clueless and are doing very well. I like to compare this to…

Money date

A Money Date Could Save Your Marriage

All couples argue, but what are couples fighting about the most? According to a survey from the American Institute of CPAs, money is the most common reason married or cohabiting couples fight. Of over 1,000 American adults polled, 27 percent of participants said that disagreements over finances were most likely to erupt into an argument…