6 Common DIY Portfolio Mistakes

DIYing has grown in popularity over the years. And, why not? There’s a high level of satisfaction to building, fixing, and installing projects on your own (and subsequently showing off the completed project on social media, of course). Not only does it save money, it creates pride and accomplishment. However, when it comes to managing… Continue reading>

Thinking Of Getting Married: Are Your Money Mindsets Compatible?

Getting married is easy! It’s as simple as signing a piece of paper and saying a few words. Staying married—that’s where it becomes tricky, especially with divorce rates at 50%. When it comes to combining two separate—and perhaps different—money lives into one family, there are important questions to explore during the courtship process that, while… Continue reading>

Summer Is Here! Time To Make Your New Year’s Resolution

Why wait until the cold bleak months of December to make a New Year’s resolution? When summer hits, our moods brighten, our excitement heightens, and we’re more inclined to be active—physically or mentally. Summer is the best season for New Year’s resolutions because you have the warmth and sun to promote that connectedness between thought… Continue reading>

When It Comes to Financial Planning, Should You Be Active or Passive?

I sensed an admonishment looming. “While I know I should leave my electric toothbrush in one place, I routinely move it around my mouth,” I admitted to the dental hygienist. She looked at me sorrowfully—the admonishment arrived as expected. She then told me I am doing my gums and teeth no amount of good by… Continue reading>

Mirror, Mirror, On The Wall: 4 Steps To Financial Self-Assessment

If life were only as simple and fun as a BuzzFeed quiz, we’d be awarding ourselves with lavish titles of “hero”, “artist” or “divine spirit”. But alas, self-assessment, when it comes to your personal finances, acumen can be deeply challenging. We tend to believe we are champions of knowledge and experience, but the reality might… Continue reading>

When It Comes To Your Financial Success: What Is The Meaning Of “More” vs. “Less”?

Less is more. More is less. Financial success is all about balance, perspective, knowledge, values, and how you define what is most important to your happiness. For some, the idea of “more” holds a level of allure and enticement that will motivate their actions to make more money and surround themselves with the trappings of… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

7 Decisions That Can Lead You to Financial Misery

“Fake” news: One of the most controversial and trending topics to discuss today. Who is trolling whom— and what is the real agenda behind all those stories that you see on social media? When it comes to making money decisions, you need to decide what advice is real or fake—or be able to see the… Continue reading>