With full-time jobs, raising kids and the general chaos of living your life, sometimes the Important-But-Not-Urgent things get lost in the shuffle. That’s why I LOVED it when one of my clients told me about their process…they finally started having regular “money dates” when they scheduled it to happen 30 minutes before Game of Thrones…
I have found there are five essential ingredients for a productive and prosperous money attitude: Consciousness You can’t fulfill or reinforce your intentions for money until you’re crystal clear about what is happening. But consciousness doesn’t mean getting lost in the minutiae of money management — especially if you do things like balancing your checkbook…
When you have a major money decision to make, what criteria do you use to determine what is the right course of action? Most people don’t have a formal guide of intent for their money. In fact, I’d go so far as to say that most people don’t approach their finances with any kind of…
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 tax return. Now is when all of those TV ads pop up, warning you that…
What does struggling with money look like? If you’re constantly confused by money, stressed over money, playing catch up with money, uncertain about it, feeling guilty about it… They’re all signs that you’re likely having some money struggles. Unless you get a handle on your anxiety, it will continue to rule your financial life. Even…
We often think about our brains as the ultimate authority, the ultimate truth. But, as it turns out, sometimes they are big, fat, liars. They like things the way they are now — even if you have other goals to change your habits or create new ones. In fact, our brains will tell us some…
This week’s blog is written by guest author, Lyle Solomon, principal attorney with Oak View Law Group. We all want to be remembered for doing good. If you’ve been fortunate enough to acquire wealth and wish to do something with it beyond leaving it to your beneficiaries, then a charitable trust may be for you.…
Do you watch Ted Lasso? I LOVE Ted Lasso. In the first season, in the episode where they were at Rebecca’s fundraiser, Rebecca commented to Keeley (paraphrasing here): “You can’t have a relationship with a person unless there is accountability,” when Jamie lets Keeley down. And in the same episode, Roy holds Keeley accountable for…
It’s downright thrilling to watch clients implement on a financial plan and reach their goals! Now, you might think…wow, someone increased their savings into the 401k, that’s UH-MAZING MINDY!!! (not). Okay, yes, I’m a bit of a nerd…when someone pays off debt, or achieves a new level of confidence in their finances, I admit, that…
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