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Financial Planning

Financial Mindfulness and Covid-19

October 8, 2020 By Jacki Liautaud

Covid-19 can teach us about mindfulness by helping align our lives with our values

The Value of a Financial Advisor

September 24, 2020 By Jacki Liautaud

A good financial advisor can add value in 6 core areas

Mindful Retirement

August 28, 2020 By Jacki Liautaud

Attitudes about money can shape your ability to manage your money

The Importance of a Plan

August 21, 2020 By Jacki Liautaud

Attitudes about money can shape your ability to manage your money

Your Attitude Towards Money

August 14, 2020 By Jacki Liautaud

Attitudes about money can shape your ability to manage your money

Saving for a Rainy Day

August 6, 2020 By Jacki Liautaud

Here are some tips on building your rainy day fund.

Photo by Sharon McCutcheon on Unsplash

Women: Get Involved in Financial Independence Decisions

July 14, 2020 By Jacki Liautaud

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 […]

Tree Fort build by Liautaud Family

Creating an Abundance Mindset in Challenging Times

April 21, 2020 By Jacki Liautaud

Initiating practices to create an abundance mindset in challenging times can help improve financial decision making.

Your Parents and Financial Planning

February 14, 2020 By Jacki Liautaud

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

January 24, 2020 By Jacki Liautaud

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

January 10, 2020 By Jacki Liautaud

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

January 2, 2020 By Jacki Liautaud

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 […]

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A Sailboat and a Plan

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