Do you ever find that your conversations with your spouse or significant other get derailed when the topic of money comes up? If you said yes, you’re not alone. This is a challenging area for most couples, and there is a solution. One of my clients, Ryan, recently shared this story with me. He said…
Why Investment Returns Don’t Matter (If You’re Not Saving)
People often talk about great investments they’ve made or the incredible investment return they’ve received. Making good investment decisions is an important part of growing your wealth over time. By intelligently putting your money at risk, you have the opportunity to outpace inflation and increase your wealth. It takes some of the emphasis off of…
Top 10 Reasons Not To Use Your Parents’ Financial Planner
As we approach the holidays, I thought it would be fun to “make a list and check it twice.” This list really has nothing to do with the holidays or Santa. In fact, it’s a Top 10 list inspired by a conversation I had with my friend Katie Finch (Thanks Katie!). Here are the Top…
The Illusion of Someday
Many people live their lives like there are 8 days in a week: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Someday. How many of us say “Oh I need to do that, but I’ll do it some other day. I’m definitely going to do it, but just not right now.”? I’m guilty of it…
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