Covid-19 can teach us about mindfulness by helping align our lives with our values
Financial Planning
The Value of a Financial Advisor
A good financial advisor can add value in 6 core areas
Mindful Retirement
Attitudes about money can shape your ability to manage your money
The Importance of a Plan
Attitudes about money can shape your ability to manage your money
Your Attitude Towards Money
Attitudes about money can shape your ability to manage your money
Saving for a Rainy Day
Here are some tips on building your rainy day fund.
Women: Get Involved in Financial Independence Decisions
According to a recent UBS study, in the wake of the pandemic, “80% of women want to protect their family more than ever before”. Will they take action? Let’s change the “Women budget, men invest” cultural norm. UBS recently completed their “Own your worth 2020” (link opens in new tab) study, which examines women’s views […]
Creating an Abundance Mindset in Challenging Times
Initiating practices to create an abundance mindset in challenging times can help improve financial decision making.
Your Parents and Financial Planning
In this article, we examine the potential impact of a parent’s financial planning (or lack thereof) on their grown children. Baby Boomers and (no) pensions The Baby Boomer generation is the among first generations where pension income is likely not their main source of retirement income. In 1978, Congress passed the Revenue Act of 1978, […]
A Sailboat and a Plan
In this article, we examine a real life example of financial planning in action. Several years ago, one of my clients came to me with a question. Can I afford to retire early? Jacki, she said, I really want to retire early. Can I afford to? (Some details have been changed to preserve client privacy.) […]
Mindful Spending Questions
In this article, we examine how we can more be more mindful when it comes to our money. Ask these questions before you spend I recently came across a story (link opens in new tab) about the Japanese art of saving money which listed some questions which I love. The article says that before you […]
The Emotional Side of Money
In this article, we consider how psychology and social sciences play a role in financial planning Financial planning as a liberal arts based profession Here’s a quote that for me, sums up so much of what I love about the art of financial planning. It’s from Dick Wagner’s book, “Financial Planning 3.0”. “If we consider […]