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…
I do not prepare tax returns, but as a financial planner, I understand taxes and can help my clients with their tax strategy. And it’s that time of year when many of you are about to freak out about your 2018 tax return. Now is when all of those TV ads pop up, warning you…
Let’s get real here: we’re living in a crazy world right now. There is political upheaval all over the world — not just here in the U.S. of A. There’s financial uncertainty around healthcare, jobs, wages, tariffs, the stock market, and more. All this uncertainty can be unsettling and overwhelming. And overwhelm can cause people…
One of the reasons why people don’t have a better handle on their money is because, with our busy lives, we just don’t make time for it. Here are some strategies to help you prioritize wealth building. Money Time Management Strategies Prioritize. There is a time management concept that talks about your priorities as “big…
Sometimes I think that we get so caught up in generating new material, we forget to go back and really implement what has come before. So now for something NOT different…here are some of my most-visited blog posts so you can pick your thang…maybe make a chief initiative for your money (or business) for…
It recently occurred to me that I do a lot of guest-post writing out and about the web, but that I forget to mention it to my Creative Money peeps! Here is the list of my favorite guest posts: Entrepreneur Posts: What to do when you have no idea what to charge Mind-Money posts:…
All couples argue, but what are couples fighting about the most? According to a 2012 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…
This is a popular post from a few years ago that I think is worth reviewing as you strive to improve your relationship with money! The best way to assess your relationship with money is to use the same criteria as you would use with any important relationship…how is your behavior expressed through love and…
During this time of year, I actually go back and re-read an old set of blog holiday posts—almost like reviewing journal entries (if you keep one). These are the posts that remind me to stay sane now that the holidays are coming! It’s so easy to become completely unconscious during the holiday season…we eat…
A trend I have noticed recently with my clients is that I am issuing challenges with saving money. The way this comes about is, I see how much they are making and what ballpark expenses are, so it would make sense if they could save $X each month. Why not try? Sometimes they can, sometimes…
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