Money mastery is about connecting your values with your money habits. When life throws us a curve ball, we have to align our habits with our new reality. In order to be “in” mastery you must have the ability to shift and adjust when necessary—like learning to sail. If the wind shifts and you don’tContinue reading>
Moneylogue [mu-nē-log] (n.) blog, writing or speech about money; story in which money contributes largely to the plot, themes, and character development.
Your financial life makes an indelible mark on your personal life. It should tell a story that YOU ARE THRILLED TO LIVE.
You arrive at adulthood—somehow—after spending years in and out of school, learning from books, teachers, friends, the media and our parents. As a child, you absorbed lessons through experiences, often at the periphery of what you witnessed or overheard. The problem is, none of us could decipher whether those lessons would be helpful, supportive orContinue reading>
Since Michael Lewis’ book “Flash Boys” hit the street, the buzz has been loud and raucous. It started with the “60 Minutes” interview featuring Lewis and Brian Katsuyama, who helped parse out the high frequency trading issue. “Trust is a differentiator?” Brian Katsuyama said incredulously during the interview. The fact that a significant portion ofContinue reading>
I could see the look of concern on Pam’s face as she sat with her stack of files lined neatly beside her. She and Adam, both in their early 60’s, had been married for fifteen years and had recently relocated. This was a second marriage for both and Adam had children from his first marriage. Continue reading>
Sitting before me is a couple in their late 50’s. They were referred by a friend who told me that they had some financial troubles and could really use a professional’s ear. They are in a financial mess. Their work situation is unstable and they have amassed a large amount of debt. They are bothContinue reading>