Your End-of-Year Money Revamp Plan

It’s very difficult to set a 12-month goal for just about anything, but it’s especially difficult when it comes to money. What I do find useful however, is to take advantage of the natural ebb and flow of life. Summer? Not a great time to tighten the belt intentionally, but sometimes clients tell me they…

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Will You Expect MORE From Your Money?

The past few weeks I have been talking a lot about financial planning. And I hope it’s clear now that financial planning is not about products, or investments, or even about deprivation. It’s not about feeling that you need to “do” something; instead, it’s about getting urgent about your results with money. Instead of working…

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Why You Need A Financial Check Up

Have you ever noticed that money tends to disappear unless you pay attention to it?  It’s true.  (It’s that dreadful feeling we get when we look at our bank statement at the end of the month and think, “Where did it all go…?”) That’s why it’s essential that you have clarity around what you want…

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What Is The “Best Use” Of Every Dollar?

There is a popular adage often attributed to Benjamin Franklin, the father of time management, “Failing to plan is planning to fail.” I think a lot of people believe that financial planning is only for the wealthy, or for the people who are a financial train wreck. That might be partially true…before I left my…

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Six Investing Mistakes and How to Fix Them

Ah, Wall Street.  Playground of billionaires and the only place in the world where 1+1 can equal 3 or -47. Sometimes on the same day. Is it any wonder that one of the most nerve-wracking tasks of financial planning can be understanding how to invest your 401k, IRA or other account? In fact, I think…

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Do You DESERVE More Money??

Okay, I purposefully made that blog title a little loaded…how did it feel when you read that? Were you triggered in any way? One thing that comes up when you work with people and money is that sometimes people think they don’t deserve to have all of the money they want. This might expand out…

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