How Your Mindset Can Change Your (And The) World

  As a financial life planner, I’ve got more than a little interest in mindset. Because mindset is what ultimately determines your attitude and approach to the myriad of challenges you’ll face over your lifetime. In your financial life, your money mindset has been carefully erected from early childhood. That’s because we take in what… 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>

The Sandwich Generation: 5 C’s To Deal With Your Financial Challenges

As if dealing with aging parents isn’t enough, the sandwich generation is coping with raising children at the same time. It can be an emotional and financial roller coaster, being pushed and pulled in multiple directions at the same time. Watching a parent in their waning years—with increased medical needs and, for many, reduced financial… Continue reading>

Five Steps To Avoid Going Broke Over The Holidays

  The holidays—when we most want to promote peace, happiness, celebration and gratitude—have become financial war zones, leaving our bank accounts and credit cards in need of CPR. We stress out on-line or in the stores, racking up debt in a vain attempt to make everyone happy. We have replaced the idea of sharing holiday… Continue reading>