A Financial Warning: If All You Have Is a Hammer, Everything Looks Like a Nail

We are surrounded by articles, advertisements and enticements prompting investors where to find the best yield, the best returns, the best investments, the best everything. And who doesn’t want the best? It seems you are always "a mere click away" from finding the highest yield on a money market fund, the lowest rate on a mortgage,… Continue reading>

Your Financial Life Doesn’t Have To Be Perfect: It Just Needs To Get Better

In a country obsessed by having to be the best, the top, the champ—where second place is no place—we discount the idea of working just to improve incrementally. Just because we cannot all be billionaires doesn't mean for one second that we cannot live a rich life, filled with comfort, happiness and satisfaction. The idea… Continue reading>

Dirty Talk: A Guide To Creating Meaningful Money Discussions

Talking about money is tough. Not about what it buys or how much a celebrity makes, but two people having a head-to-head, heart-to-heart discussion about what money means to them—and why. Take Sharon and Pete for example. "I worry about money," Sharon stated. "Why?" Pete interjected. "We make a good living. We're doing ok. "… Continue reading>

Top Seven Reasons Why Your Financial Life Is A Mess

While there are some who breathe the rarified air of having their financial lives totally together, most people struggle. Your degree of struggle might range from small—not being sufficiently organized—to complete and utter meltdown. In the messier situations that my clients have faced, I see seven recurring themes. The good news? They are recoverable with… Continue reading>

Arrogance And Ignorance—Dangerous Money Mindsets

James is a 36 year-old surgeon who had just completed multiple Fellowships—his career was just beginning to flourish. He was quick to wax poetic on his love for his wife, his three kids, his work and his motorcycles. “As this is our data gathering meeting, we would like to understand about your insurance protection so… Continue reading>