New Year’s Resolutions – Improving Your Relationship with Money in 2018

The turning of the calendar year is traditionally a time when you feel inspired by the possibilities of a new start, a new beginning, and the onset of positive change. It can be a time that is empowering, energetic and life supporting; it can forever alter the trajectory towards a more successful money life. But… Continue reading>

Understanding Resilience Through a Wealth Psychology Expert’s Eyes

“In three words, I can sum up everything I've learned about life: it goes on.” —Robert Frost We’ve all heard the saying “life goes on” and whether or not we’ve used it meaningful or on the surface, chances are there have been times in our lives where this quote helped us move past something challenging.… Continue reading>

7 Steps To Getting Your Finances Back On Track

We’re headlong into autumn with crisp air and fall foliage. With the change of season, especially if you live in a cooler area of the country, you take specific steps to prepare your home for the cold weather: you push the screens up and pull the storm windows down. You take in the outdoor furniture… Continue reading>

How To Prepare For The Unexpected: Before It Happens

There are times when life seems easy and everything is working out just as desired. During these times, stress-ridden thoughts such as “how will I get through this?” or “what happens when….?” rarely enter our awareness and front-of-mind thinking. Proper and effective planning, however, mandates taking into consideration the “what if’s” that happen when you’re… Continue reading>

Isaac Newton’s Guide To Financial Success

I remember my father quoting the law of physics regarding things in motion staying in motion and things at rest staying at rest. Still today, my eyes involuntarily roll at the memory. These reminders of Newton’s law usually came when I was ignoring my list of chores in favor of leisurely pursuits. In other words,… Continue reading>

Does Your Financial Advisor Tell You Things You Don’t Want To Hear?

I am not referring to the “financial advisor” who advises you to double down on a stock or buy an annuity or insurance product while requesting your signature. I am referring to the financial advisor who communicates with you that you’re not saving enough for the goals you’ve laid out, that you’re not taking action… Continue reading>

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>