Celebrating Back to School as a Lifelong Learner
According to the National Center for Families Learning, over half of all parents dread back to school time. As an independent financial advisor who works with a lot of older clients, I know that this isn’t limited to parents who still have children in school. There’s...
What to do When You and Your Spouse Disagree on a Financial Planner
The relationship you develop with your advice-based financial planner is a very important one. Not only will your advisor have a big impact on whether or not you achieve your retirement goals, but he or she can also act as a counselor, mentor, and partner as you go...
How Investors Can Use Curiosity to Improve Their Lives
When was the last time you actively sought out information about something for no other reason than being curious to find out more about it? Though children routinely follow their whims and ask questions as they explore the unknown world around them, adults tend to...
How Investors Can Be More Interesting in Their Personal and Professional Lives
Let’s face it: we all want to be more interesting to others. Am I right? Unfortunately, many people equate being ‘interesting’ with being smarter or funnier than everyone else and their efforts to be known as interesting actually backfires. The real way to be more...
Do You Have Money Shame? Here’s How to Work Through It
Through my decades in the financial planning business, I have worked with many individuals and couples who have negative perspectives regarding their finances. One of the most damaging is having a shameful attitude about money. This can appear in a number of different...
How Over-Responsibility May Be Negatively Impacting Your Life
There’s certainly nothing wrong with being responsible in both your personal and professional lives. In fact, taking appropriate responsibility can help you with everything from preventing a midlife crisis to managing your finances in a way that will lead to a...
Money Management for Couples: Do I Share Details of My Estate Plan?
The topic of money is usually a loaded one for couple clients I work with. Sometimes, money issues just cause minor disagreements, while other times, they can build up into huge communication barriers and even lead to divorce. When I work with my couple clients, I...
Money Management for Couples: How to Discuss Money without Fighting
Almost everyone knows that money and finance issues is one of the most common causes of divorce in our country. Because finances are such a minefield for many couples, they often avoid talking about it and just hope that everything will work out. As the divorce...
Money Management for Couples: Taking Responsibility
As an advice-based financial planner, I know how important money is in a relationship. With the right communication and proper planning, money can be a source of entertainment and security and can lead to a happy and successful retirement. However, it can also be a...
Money Management for Couples: Spending Discretion
How to manage money can often be a huge issue between couples. In my experience, difference in personalities, attitudes about spending, and gaps in communication can often lead to huge rifts between a couple that can eventually lead to divorce. This is one of the...
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