Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

Discovering Your Number One Value That Leads To Your Financial Successful

“We want to retire by the time we reach 60!” “It’s vitally important to send our kids to the college of their choice!” “I want to quit my job and do something else!” “We want to buy an apartment in the city!” We all have dreams. We have those ideas that swim in our minds… Continue reading>

The Dow Jones Hit 20,000. Now What?

The Dow Jones Industrial Average hit 20,000. The aftermath was a barrage of media stories—some encouraging, others less optimistic. The positive stories prompted investors to buy more equities in expectation of more future gain; the cynics foretold the forthcoming correction with a warning: Get out of stocks. The one common theme all the articles share… 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>

6 Ways to Humanize Your Money

  What's easier than spending money? For most people, not much. Folks are often happy to spend with too little thought about the purpose, value and consequence of their autopilot decision.  In fact, it's as easy as point-and-click or line-of-sight shopping. We have become a society of institutionalized spenders, making buying decisions at the blink… Continue reading>