Upset? Avoid Major Money Decisions
It’s so easy these days to make money mistakes. It’s super simple when you are upset, angry or sad. If you are experiencing a major life event such as divorce or death of a spouse, decisions can be easily influenced... Read More →
Money Equals Choices
The one financial concept I preach to my kids constantly is – having money equals choices. Lack of money means limited or no choices. Think about this for a minute. The wealthy can hire better attorneys, better financial advisors and have... Read More →
Money Isn’t the Root of all Evil…it’s Procrastination
We’ve all heard the phrase, “Money is the root of all evil.” After 22 years of counseling hundreds of investors and savers, I’m pretty sure it’s procrastination. Procrastination can kill you when it comes to saving. Putting off saving, investing... Read More →
6 Financial No Brainers…in Honor No Brainer Day
February 27th is officially No Brainer Day. I know what you’re thinking. Wow, the perfect holiday for me! I said exactly the same thing. Let’s start with the definition of a “No Brainer”. It’s doing something that is simple, easy, obvious... Read More →
How Much Money Is Enough?
How much money is enough? Ah, the age-old question about money. I think most of us would answer there’s never enough. I know I never seem to have enough for all the things I want to do. When I consult... Read More →
What’s A Financial Intervention?
I recently read an article about a “Financial Intervention”. It was fascinating. Normally when we hear the word intervention, we would think of friends and family gathered together to stop someone from abusing alcohol or drugs. The hope is that... Read More →
The Stupidest Investment Question Ever
Believe it or not, September is home to Ask A Stupid Question Day on the 28th! So in honor of Ask A Stupid Question Day, I conjured up a Diligent Advisor article. In fact, thank goodness for the inspiration because... Read More →
3 Simple Steps To Financial Gratitude
September is home to quite a few unique days. On the 28th I hope you’ll celebrate national Ask A Stupid Question Day with me! On a more serious note, September 21st honors World Gratification Day. When I talk to people... Read More →
Financial Mindfulness – The Path To Worry Free Finances
I’ve always been fascinated with meditation. Recently I started using an iPhone app called Headspace. Headspace walks you through how to mediate. It’s really quite nice. One of the primary things meditation helps with is mindfulness. Mindfulness is defined as... Read More →
Are You Hiding Money From Your Financial Advisor?
Why do investors hide money from their financial advisors? I can only conclude a few things from that statement, which I’ll address shortly. Having a financial advisor or planner create a comprehensive financial plan requires multiple meetings, hours of preparation... Read More →