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>

Financial Security for the Light Sleeper

Have you ever had trouble falling asleep, worried about what would happen if you—fill-in-the-blank with your nightmare—lost your job, tanked your business, got sick and needed expensive treatment? Do those thoughts swim in your subconscious and keep you from fully enjoying your life (or a good night’s sleep)? Stop and consider what it would take… Continue reading>

Investing In Stocks: There’s Guessing and Second Guessing

    I love listening to technical analysts talk about the market—the jargon drips off their tongues like honey off a spoon. In fact, you can not attend a financial conference without at least one "expert" providing their best bets, top picks and can't miss prognostications. Of course, each one of those presentations also has… Continue reading>

Seven Investment Truths (aka How To Conquer Greed With Wisdom)

"My broker showed me how great my investment performance has been over the last few years!" How many times have you heard—or made—that statement? While we all know that past performance doesn't equate to future performance, our brains get dazzled by those 5-star rankings. Or that jaw-dropping return from last week/last month/last year. Somehow, a… Continue reading>