Recently, I spoke at an event where the topic was “how to be good with money.” It was a fun conversation and the audience was really engaged and eager to learn. After the event, one attendee approached me to ask a question. “I know I need a financial advisor,” she said. She shared she inherited…
Why You Need to Experience Things Yourself (and Not Just Take Good Advice)
I’m a financial planner. My job is to give financial advice to people and help them plan out the life they want using money as a tool. But I also believe advice isn’t everything. Sometimes, there’s no substitute for your own experiences and life lessons learned. Here’s an example of what I mean: My fiancee…
This Dangerous Habit Is Causing You to Overspend
We all know that comparison is the thief of joy. But is your habit of comparing yourself or your life to other people’s costing you in a more tangible way? As in, costing you actual dollars and cents? If you’re like most people, the answer is probably yes. The Thing You Forget When You Start…
This Is the Best Financial Shortcut There Is: Are You Taking Advantage?
If you’re interested in a financial shortcut, you probably don’t have too much time on your hands. You’re busy, focused on a million things, and you need to get to the good stuff fast so you can get back to work. So I’ll keep this short, and get to the point. I’m going to share…
Before You Set New Goals, You Need to Do This One Thing
Setting goals might sound like the most tedious thing on your to-do list, especially if you’re doing it right and setting SMART goals. Those are goals that are Specific, Measurable, Attainable, Relevant, and Timebound. That means you can’t just say, “I want more money,” and call it a day. Proper goal setting takes a…
Yes, You’re Right: Good Financial Habits Are Hard to Form
The idea that you’re either “good” or “bad with money” is a myth. Good money habits are a choice that anyone can make and being “good with money” is something you can learn. That doesn’t mean good money habits are easy to form, and it can be a massive struggle and challenge to make the change…
Investing on Thin Ice: Record Stock Market Highs and the Inevitability of a Crash
My fiancee is from Georgia and has never walked on a frozen body of water (outside a small skating rink) in her life. A few weeks ago when we went through that cold snap where temperatures barely rose above single digits in Boston, we wandered out on the ice of the frozen-over pond in the…
This Might Be Your Biggest Investment Temptation You Have to Avoid
I can’t tell you how many times that people tell me about their friend’s cousin’s girlfriend’s brother who got rich by choosing one or two stocks that performed well. “All you have to do is find that one company,” they say, “and put your money in at the right time. Boom.” It sounds nice because…
This Is the Best-Kept Secret to Financial Success
Most people waste a lot of time and energy seeking the one investment to solve all their financial worries. They want to unlock some secret that only rich people know about, thinking if they just knew that one magical place to put their money, it would make them wealthy, too. I hate to break it…
What’s Your Savings Rate? Here’s How We Save 30 Percent (or More) of Our Income
Financial freedom is the biggest goal I have right now — both personally and professionally. What I mean by that is it’s my goal to help as many of my clients as possible build and grow wealth to the point where they can enjoy financial independence. It’s also my own personal goal for my financial…
- 1
- 2
- 3
- …
- 6
- Next Page »