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>

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>

The 5 Most Important Money Hacks to Start 2017 Right

“Cheers to a new year and another chance for us to get it right.” –Oprah Winfrey Emily and Bob sat in the meeting room with a look of utter desperation. “Here we are again—the bills from the holidays are drowning us and our plans to get a proper hold on our finances! What can we… Continue reading>

Overcoming Your Money Story

“We grew up poor, we got food from the food bank.” Adam said softly, looking down at the table. “My parents fought constantly about money!” Tammy said hesitantly. “My father was out of work a lot, but that didn’t stop him from buying things he liked. Of course, the bill collectors were always calling,” Sam… Continue reading>

Willy Wonka and Financial Happiness

The world lost a bit of it’s laughter with the recent passing of Gene Wilder. Besides his portrayals of Leo Bloom in The Producers,  the Waco Kid in Blazing Saddles and Dr. Frankenstein in Young Frankenstein, he will always be remembered for his title role in Willy Wonka and the Chocolate Factory (based on the… Continue reading>

FOMO Strikes Again

  “Hurry—while supplies last! Sale ends tomorrow!” Who doesn’t love a sale? After all, it might be the LAST chance to buy something you REALLY NEED at a lower price. Right? Well, no, not really. But it does get your attention, and, after all, that’s the point. We humans are funny creatures. While some of… Continue reading>