Merging finances when you’re part of a couple is NOT easy, and it’s also not instantaneous. I know a client who took almost a decade to merge their money – it was a second marriage for both of them and they were very cautious. You will never agree completely with your partner on how to…
DetailsA few weeks ago I suffered the indignity of having my car break down on me! Actually, it wasn’t a bad experience at all…people kept stopping to ask if I needed help; it was a rare, sunny Seattle day; and other than missing a phone appointment I had been looking forward to, nothing in my…
DetailsIf you knew everything was going to be okay, what would you do differently with your money? Now, please don’t take this as everything-is-going-to-be-okay-so-I-bear-no-personal-responsibility-for-anything. I am NOT talking about a universal, get-out-of-jail-free card…I am talking about wisdom. Wisdom is what you acquire when you’ve been around long enough to screw up multiple times, and you’re…
DetailsDo you trust yourself to know what is the right thing to do with your money? Yes, this is why some people choose to consult a financial planner…but what if the financial planner’s advice doesn’t feel right to you? Do you trust yourself enough to NOT follow their advice? Can you separate another person’s agenda…
DetailsHow are your New Year’s resolutions going? Still have them? If you do, I bet you’ve been tweaking them as you go, which is a good thing. Resolutions always seem judgmental to me. A lot of them are built on the guilt and shame over having done something “wrong” – like whatever our natural instincts…
DetailsHave you heard that old adage? The one that states that “if you find yourself in a hole, stop digging”? Digging makes it deeper and therefore harder to get back out, which is used as a metaphor that when in an untenable position, it is best to stop carrying on and exacerbating the situation. Here’s…
DetailsFor a lot of people, their heart and their bank accounts seem to exist in two completely different worlds. We’re admonished not to take things personally, not to let our emotions get the best of us, and not to trust our guts when it comes to matters of business or finances. Your brain may make…
DetailsA little reminder that the stock market going down is normal. And if you’re working with a financial planner, YOU might be surprised, but I have been factoring this into clients’ plans for the past 18 months. Also…as I write this Monday morning, the market is down YTD almost 13%. BUT – This isn’t even…
DetailsPart of your money mindset is about being the “real” YOU out in the world. If you’re able to say everything you like and don’t like, and communicate clearly about those things, you save lots of time and money that might otherwise be wasted because you kept your mouth shut, maybe to avoid offending others.…
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