Career Complacency Impacts Your Happiness (And Your Net Worth!)
If you’re feeling bored or disengaged at work, you may want to consider how it’s impacting your long-term financial success. If you have a job that you love and that challenges you, congratulations! It’s something that many people wish for but never find. I know how challenging it can be to feel disengaged or bored […]
Empower Yourself Through Financial Organization
If you have a myriad of retirement accounts with overlapping objectives, make time to organize your account information and ensure you’re making the most of each one. It’s incredibly common to have multiple retirement accounts with overlapping objectives – and little time to organize them. However, if your accounts aren’t organized effectively, you may not […]
Using the TALK Method for Family Money Discussions
Family conversations regarding money can be quite challenging, but they are paramount to protecting your family’s financial health and ensuring your wealth is protected. Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting […]
A Man is Not a Plan
The majority of women will be responsible for their own finances at some point, making it crucial to remember that a man is not a plan when it comes to preparing for your financial future. The financial services industry remains dominated by men, and there is a lingering feeling in some circles that women take […]
Subtle Signs Your Spouse is a Financial Bully: V2
Financial bullying and abuse are topics that aren’t discussed often, yet most domestic abuse cases actually begin with a subtle form of financial control. The Center for Financial Security recently conducted a study that showed that 99% of people who experience domestic abuse also experience financial abuse from their partners. The study also found that […]
The Interconnection Between Your Social Life & Financial Life: V2
Our friends are some of the greatest influencers on all aspects of our lives, meaning the company we keep can make or break our financial success. Our social circles greatly influence all aspects of our lives. How we act, how stressed we feel, how long we live, the choices we make, the risks we take, […]
Framing: The Key to a Happier and Wealthier Life | Vol. 2
Studies show we can use the power of perception to change our outlook – and our lives. You might think that the level of happiness you feel about money, your work, your social life, or your relationships is derived from what happens in each of those areas of your life. But, actually, your perception of […]
Want to Stop Fighting About Money? Here’s How
Money doesn’t have to be a cause of contention in your relationship – use these four tips to stop fighting about your finances today. As a couple, there are plenty of ups and downs that you’ll face together and work through as a team. However, fighting about money doesn’t have to be one of your […]
The Debt Ceiling Question
The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19th, 2023, so what happens next? The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19, 2023, and we’re getting closer and closer to June – when the 6-month extension expires. So, will Congress […]
5 Unique Financial Planning Considerations for Women
Societal factors and common life changes mean women face unique financial planning considerations. It’s tempting to think that money is an equalizer or that “investing is investing” regardless of the investor’s demographics. However, there are key differences in financial planning for women. Both societal factors and common life events can impact a woman’s financial position […]
